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 |
|---|---|---|---|---|---|---|---|---|---|
| Citizens Finl Group Inc | COM | 301 | $10,432 | 400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Olin Corp | COM | 302 | $10,278 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Invesco S&P 500 Equal | COM | 303 | $10,045 | 60 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Pulte Homes Inc | COM | 304 | $9,710 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
