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 |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 201 | $350,240 | 8,347 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 202 | $349,161 | 5,894 | 0.00 | 0.00 | -10,729 | -64.54 | 03-31-2024 |
| SPDR SER TR | NUVEEN BLMBRG SH | 203 | $348,684 | 7,350 | 0.00 | 0.00 | -1,065 | -12.66 | 03-31-2024 |
| ISHARES TR | MSCI USA MMENTM | 204 | $346,598 | 1,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
