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 |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 151 | $1,089,266 | 16,248 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ORACLE CORP | COM | 152 | $1,074,091 | 8,551 | 0.00 | 0.00 | -397 | -4.44 | 03-31-2024 |
| ISHARES TR | MSCI EMG MKT ETF | 153 | $1,059,922 | 25,801 | 0.00 | 0.00 | -52,313 | -66.97 | 03-31-2024 |
| VERALTO CORP | COM SHS | 154 | $984,481 | 11,104 | 0.00 | 0.00 | -468 | -4.04 | 03-31-2024 |
