Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | 03-09-2024 | 03-31-2024 | 1130 | 6,499,609,412 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Imperial Brands PLC ADR | COM | Liquidated | $0 | 0 | 0.00 | 140 | +Inf | 03-31-2022 | |
Atrion Corp | COM | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 03-31-2022 | |
Discovery Communications Inc | COM | 2053 | $3,131 | 102 | 0.00 | 102 | +Inf | 06-30-2019 | |
iShares Global Clean Energy ET | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |