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 |
|---|---|---|---|---|---|---|---|---|---|
| DRAFTKINGS INC NEW | COM CL A | 351 | $10,726 | 281 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 352 | $10,612 | 504 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EATON VANCE MUN BD FD | COM | 353 | $10,580 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EXELON CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
