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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | BLMBG US BULL | 51 | $11,677,056 | 445,689 | 0.00 | 0.00 | 3,304 | 0.75 | 03-31-2024 |
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 52 | $11,341,836 | 77,902 | 0.00 | 0.00 | -1,485 | -1.87 | 03-31-2024 |
| ISHARES TR | CONV BD ETF | 53 | $11,326,536 | 141,883 | 0.00 | 0.00 | 4,722 | 3.44 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 54 | $11,185,401 | 204,076 | 0.00 | 0.00 | 5,180 | 2.60 | 03-31-2024 |
