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 |
|---|---|---|---|---|---|---|---|---|---|
| EQUITY RESIDENTIAL | SH BEN INT | 201 | $41,604 | 600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | S&P MC 400VL ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 1.11 | 06-30-2024 |
| AFLAC INC | COM | 203 | $40,868 | 458 | 0.00 | 0.00 | -34 | -6.91 | 06-30-2024 |
| US BANCORP DEL | COM NEW | 204 | $40,534 | 1,021 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
