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 |
|---|---|---|---|---|---|---|---|---|---|
| VOYA INFRASTRUCTURE INDLS & | COM | 451 | $5,232 | 511 | 0.00 | 0.00 | 11 | 2.20 | 06-30-2024 |
| GENERAL MLS INC | COM | 452 | $5,135 | 81 | 0.00 | 0.00 | -173 | -68.11 | 06-30-2024 |
| AMERICA MOVIL SAB DE CV | SPON ADS RP CL B | 453 | $5,100 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR SER TR | S&P DIVID ETF | 454 | $5,088 | 40 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
