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 |
|---|---|---|---|---|---|---|---|---|---|
| STERIS PLC SHS USD | Stock | 401 | $228,424 | 1,039 | 0.00 | 0.00 | 105 | 11.24 | 12-31-2023 |
| INVESCO CEF INCOME COMPOSITE ETF | ETF | 402 | $227,041 | 12,641 | 0.00 | 0.00 | -554 | -4.20 | 12-31-2023 |
| DOLLAR TREE INC COM | Stock | 403 | $223,303 | 1,572 | 0.00 | 1,572 | +Inf | 12-31-2023 | |
| SPDR DOW JONES GLOBAL REAL ESTATE ETF | ETF | 404 | $220,910 | 5,054 | 0.00 | 0.00 | -1,122 | -18.17 | 12-31-2023 |
