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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 251 | $240,671 | 6,898 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TEXAS INSTRS INC | COM | 252 | $239,496 | 1,405 | 0.00 | 0.00 | 21 | 1.52 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO SHORT | 253 | $237,764 | 7,984 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KIMBERLY-CLARK CORP | COM | 254 | $237,066 | 1,951 | 0.00 | 0.00 | -30 | -1.51 | 12-31-2023 |
