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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 357 | 1.29 | 12-31-2021 |
| Cohen Steers REIT Prefer | ETF FI | 252 | $2,244,953 | 106,750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Vanguard Large Cap ETF | EX TRD EQ FD | 253 | $2,220,897 | 9,263 | 0.00 | 0.00 | 85 | 0.93 | 03-31-2024 |
| Schwab US Aggregate Bond ETF | ETF FI | 254 | $2,202,112 | 47,872 | 0.00 | 0.00 | -9,576 | -16.67 | 03-31-2024 |
