Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST BRANCH CAPITAL LLC | 01-19-2024 | 12-31-2023 | 443 | 212,721,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNILEVER PLC | SPON ADR NEW | 101 | $131,787 | 2,718 | 0.00 | 0.00 | 2 | 0.07 | 12-31-2023 |
| CLOROX CO DEL | COM | 102 | $128,804 | 903 | 0.00 | 0.00 | 77 | 9.32 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 103 | $126,395 | 3,353 | 0.00 | 0.00 | -230 | -6.42 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 104 | $122,888 | 2,395 | 0.00 | 0.00 | -1,519 | -38.81 | 12-31-2023 |
