Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST OAK CAPITAL LLC | 07-18-2023 | 06-30-2023 | 327 | 205,861,156 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Kellogg Company | COM | 151 | $107,840 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Valero Energy Corp New | COM | 152 | $105,570 | 900 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Proshares S&P 500 Div Aristrocrats | COM | 153 | $103,433 | 1,097 | 0.00 | 0.00 | -1,095,974 | -99.90 | 06-30-2023 |
| Mondelez Intl Inc Cl A | COM | 154 | $102,116 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
