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 |
|---|---|---|---|---|---|---|---|---|---|
| Halyard Health Inc | COM | Liquidated | $0 | 0 | 0.00 | 1,225 | +Inf | 12-31-2018 | |
| Suntrust Banks Inc. | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,053 | -100.00 | 06-30-2020 |
| Cohen Steers Total Retur | EX TRD EQ FD | Liquidated | $71,043 | 5,975 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Lear Corp | COM | Liquidated | $0 | 0 | 0.00 | 600 | +Inf | 12-31-2021 |
