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 |
|---|---|---|---|---|---|---|---|---|---|
| TOAST INC | CL A | 251 | $25,770 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2024 | |
| ISHARES TR | 1 3 YR TREAS BD | 252 | $25,752 | 315 | 0.00 | 0.00 | 5 | 1.61 | 06-30-2024 |
| RBB FD INC | US TREASY 2 YR | 253 | $25,421 | 530 | 0.00 | 0.00 | 9 | 1.73 | 06-30-2024 |
| TRAVELERS COMPANIES INC | COM | 254 | $25,418 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
