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 |
|---|---|---|---|---|---|---|---|---|---|
| EXPEDIA GROUP INC COM NEW | Stock | 301 | $355,948 | 2,345 | 0.00 | 2,345 | +Inf | 12-31-2023 | |
| SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF | ETF | 302 | $347,609 | 12,808 | 0.00 | 0.00 | 300 | 2.40 | 12-31-2023 |
| RANGE RES CORP COM | Stock | 303 | $346,559 | 11,385 | 0.00 | 0.00 | -1,515 | -11.74 | 12-31-2023 |
| EDWARDS LIFESCIENCES CORP | Stock | 304 | $343,659 | 4,507 | 0.00 | 4,507 | +Inf | 12-31-2023 |
