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 |
|---|---|---|---|---|---|---|---|---|---|
| Dominion Energy Inc | COM | 551 | $298,091 | 6,060 | 0.00 | 0.00 | -46 | -0.75 | 03-31-2024 |
| Express Scripts Holding Co. | COM | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 03-31-2020 | |
| SPDR S&P Biotech ETF | EX TRD EQ FD | 553 | $296,057 | 3,120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Financial Select Sector SPDR | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,860 | 112.15 | 12-31-2021 |
