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 |
|---|---|---|---|---|---|---|---|---|---|
| Blackstone Group Inc | COM | 401 | $744,868 | 5,670 | 0.00 | 0.00 | 95 | 1.70 | 03-31-2024 |
| HP Inc. | COM | 402 | $720,642 | 23,631 | 0.00 | 0.00 | -3,984 | -14.43 | 03-31-2024 |
| Aon Corp | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,661 | 26150.00 | 12-31-2021 |
| Expedia Group Inc. | COM | Liquidated | $709,413 | 5,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
