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 |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Internatnal Small Cap Eqy ETF | EX TRD EQ FD | Liquidated | $94,870 | 2,650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Infosys LTD F Sponsored ADR | ADR | Liquidated | $94,670 | 5,280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Pultegroup Inc | COM | 803 | $94,507 | 782 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Essential Utils Inc | COM | Liquidated | $93,774 | 2,531 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
