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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 201 | $318,384 | 9,456 | 0.00 | 0.00 | -18 | -0.19 | 12-31-2023 |
| INTUIT | COM | 202 | $312,515 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 203 | $310,685 | 5,115 | 0.00 | 5,115 | +Inf | 12-31-2023 | |
| INTEL CORP | COM | 204 | $308,836 | 6,146 | 0.00 | 0.00 | -2,183 | -26.21 | 12-31-2023 |
