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 International BND ETF | ETF FI | 301 | $1,459,467 | 29,670 | 0.00 | 0.00 | -18,630 | -38.57 | 03-31-2024 |
| Cerner Corp | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Prudential Finl | COM | Liquidated | $1,434,980 | 12,223 | 0.00 | 0.00 | -2,806 | -18.67 | 03-31-2024 |
| Vaneck Vectors AMT-Free Short | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,755 | -7.72 | 12-31-2021 |
