Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OARSMAN CAPITAL INC | 02-16-2024 | 12-31-2023 | 235 | 376,807,602 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYPAL HLDGS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -831 | -6.66 | 12-31-2023 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 202 | $674,507 | 16,411 | 0.00 | 0.00 | 4,580 | 38.71 | 12-31-2023 |
| ISHARES MSCI EAFE ETF | ETF | 203 | $647,641 | 8,595 | 0.00 | 0.00 | 1,172 | 15.79 | 12-31-2023 |
| SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | ETF | 204 | $642,324 | 16,390 | 0.00 | 0.00 | -3,775 | -18.72 | 12-31-2023 |
