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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 551 | $2,421 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NORTHROP GRUMMAN CORP | COM | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 06-30-2024 | |
| MOTOROLA SOLUTIONS INC | COM NEW | 553 | $2,338 | 6 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US REIT ETF | 554 | $2,276 | 114 | 0.00 | 0.00 | 1 | 0.88 | 06-30-2024 |
