Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 04-25-2024 | 03-31-2024 | 201 | 1,623,074,576 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 101 | $5,097,078 | 93,990 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 102 | $5,074,717 | 14,641 | 0.00 | 0.00 | 197 | 1.36 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 103 | $5,033,842 | 14,935 | 0.00 | 0.00 | -30 | -0.20 | 03-31-2024 |
| PFIZER INC | COM | 104 | $5,005,517 | 180,379 | 0.00 | 0.00 | -2,375 | -1.30 | 03-31-2024 |
