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 |
|---|---|---|---|---|---|---|---|---|---|
| URBAN EDGE PPTYS | COM | 601 | $869 | 47 | 0.00 | 0.00 | -817 | -94.56 | 06-30-2024 |
| STARBUCKS CORP | COM | 602 | $847 | 11 | 0.00 | 0.00 | -52 | -82.54 | 06-30-2024 |
| ALIGHT INC | COM CL A | 603 | $768 | 104 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | ISHARES SEMICDTR | 604 | $751 | 3 | 0.00 | 0.00 | -18 | -85.71 | 06-30-2024 |
