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 |
|---|---|---|---|---|---|---|---|---|---|
| The Allstate Cor 5.1PFD Due 01/15/53 | PFD | Liquidated | $0 | 0 | 0.00 | 0.00 | 400 | 6.20 | 03-31-2024 |
| Chemed Corp | COM | Liquidated | $176,531 | 275 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Tapestry Inc | COM | Liquidated | $174,964 | 3,685 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Liberty Broadband Corp Series A | COM | Liquidated | $174,959 | 3,063 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
