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 |
|---|---|---|---|---|---|---|---|---|---|
| NISOURCE INC | COM | 351 | $10,620 | 400 | 0.00 | 0.00 | -160 | -28.57 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 352 | $10,523 | 504 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EXELON CORP | COM | 353 | $10,376 | 289 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EATON VANCE MUN BD FD | COM | 354 | $10,130 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
