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 |
|---|---|---|---|---|---|---|---|---|---|
| Texas Pacific Land Trust | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
| Bank Of America 5 PFD PFD Ser LL | PFD | Liquidated | $0 | 0 | 0.00 | 0.00 | -45 | -0.08 | 03-31-2024 |
| Schwab Emerging Markets Equity | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,617 | 3.69 | 12-31-2021 |
| Dover Corp | COM | 354 | $1,044,889 | 5,897 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
