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 |
|---|---|---|---|---|---|---|---|---|---|
| Addus Homecare Corp | COM | Liquidated | $113,674 | 1,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Vanguard Mid Cap Growth ETF | EX TRD EQ FD | Liquidated | $113,415 | 481 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Nutrien LTD F | COM | Liquidated | $112,497 | 2,051 | 0.00 | 0.00 | -1,000 | -32.78 | 03-31-2024 |
| Schwab International Small-Cap | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -145 | -3.68 | 12-31-2021 |
