Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
OARSMAN CAPITAL INC | 02-16-2024 | 12-31-2023 | 235 | 376,807,602 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AMAZON COM INC COM | Stock | 51 | $2,692,285 | 17,719 | 0.00 | 0.00 | 2,339 | 15.21 | 12-31-2023 |
SPDR PORTFOLIO S&P 400 MID CAP ETF | ETF | 52 | $2,680,750 | 55,024 | 0.00 | 0.00 | 19,743 | 55.96 | 12-31-2023 |
ISHARES RUSSELL 1000 VALUE ETF | ETF | 53 | $2,612,603 | 15,810 | 0.00 | 15,810 | +Inf | 12-31-2023 | |
ALPHABET INC CAP STK CL A | Stock | 54 | $2,542,498 | 18,201 | 0.00 | 0.00 | 362 | 2.03 | 12-31-2023 |