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 |
|---|---|---|---|---|---|---|---|---|---|
| RPM INTL INC | COM | 301 | $16,691 | 155 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | CORE S&P US VLU | 302 | $16,305 | 185 | 0.00 | 185 | +Inf | 06-30-2024 | |
| RBC BEARINGS INC | COM | 303 | $16,187 | 60 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EXPONENT INC | COM | 304 | $16,171 | 170 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
