Position Size ($1000s)
$3,003
| $3,208
| 09/30/2023 | 12/31/2023 | Share Count
65,966
| 69,121
| 09/30/2023 | 12/31/2023 |
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Top Stocks Held at 03/31/2024: BRK, AAPL, MSFT, AMZN, GOOG, More »
Size ($ in 1000's)
At 12/31/2023: $54,356,993 At 09/30/2023: $43,616,016
Combined Holding Report Includes:
Corient Private Wealth LLC Aristotle Capital Management LLC BAHL & GAYNOR INC PARAMETRIC PORTFOLIO ASSOCIATES LLC LONDON CO OF VIRGINIA Winslow Capital Management LLC LAZARD ASSET MANAGEMENT LLC
Corient Private Wealth LLC Top Holdings
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