Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 07-22-2024 | 06-30-2024 | 218 | 1,669,474,355 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CONV BD ETF | 51 | $11,331,857 | 144,116 | 0.00 | 0.00 | 2,233 | 1.57 | 06-30-2024 |
| PLANET FITNESS INC | CL A | 52 | $11,261,551 | 153,031 | 0.00 | 0.00 | 9,390 | 6.54 | 06-30-2024 |
| NICE LTD | SPONSORED ADR | 53 | $10,961,556 | 63,741 | 0.00 | 0.00 | 27,002 | 73.50 | 06-30-2024 |
| BOOKING HOLDINGS INC | COM | 54 | $10,957,599 | 2,766 | 0.00 | 0.00 | -27 | -0.97 | 06-30-2024 |
