Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST BRANCH CAPITAL LLC | 07-26-2024 | 06-30-2024 | 429 | 269,237,499 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SEMPRA | COM | 151 | $77,480 | 1,019 | 0.00 | 0.00 | -560 | -35.47 | 06-30-2024 |
| INTEL CORP | COM | 152 | $75,065 | 2,424 | 0.00 | 0.00 | 2,258 | 1360.24 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 153 | $73,779 | 360 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UBER TECHNOLOGIES INC | COM | 154 | $72,680 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2024 |
