Institution Information
| 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 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Lee & Man Paper MFG F Sponsored ADR | ADR | Liquidated | $2,560 | 500 | 0.00 | 0.00 | 500 | +Inf | 03-31-2022 |
| D R S Technologies Inc | COM | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 09-30-2023 | |
| Joby Aviation Inc Com | COM | 2103 | $2,546 | 475 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Imperial Oil Com NPV | COM | Liquidated | $0 | 0 | 0.00 | 54 | +Inf | 03-31-2022 |
