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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR Nuveen Bloomberg Barclays Municipal Bond | ETF FI | Liquidated | $228,914 | 4,925 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Shockwave Medical Inc | COM | Liquidated | $227,941 | 700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Royal Dutch Shell F Sponsored ADR | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -491 | -8.61 | 03-31-2023 |
| SPDR Port MRTGG BCKD BND ETF | ETF FI | 604 | $224,607 | 10,341 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
