Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OBERMEYER WOOD INVESTMENT COUNSEL LLLP | 01-31-2024 | 12-31-2023 | 218 | 1,464,280,787 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROYAL BK CDA | COM | 101 | $769,700 | 7,611 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MARVELL TECHNOLOGY INC | COM | 102 | $768,900 | 12,749 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 103 | $748,230 | 9,511 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 104 | $747,591 | 19,830 | 0.00 | 0.00 | -423 | -2.09 | 12-31-2023 |
