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 |
|---|---|---|---|---|---|---|---|---|---|
| Canadian Natl Railwy F | COM | 451 | $492,464 | 3,739 | 0.00 | 0.00 | -1 | -0.03 | 03-31-2024 |
| Schwab Short-Term US Treasury | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 460 | 5.07 | 12-31-2021 |
| National Retail Properties Inc | COM | Liquidated | $482,962 | 11,300 | 0.00 | 0.00 | -800 | -6.61 | 03-31-2024 |
| Vanguard Utilities ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 20 | 0.52 | 12-31-2021 |
