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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P DIVID ETF | 451 | $4,999 | 40 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| REALTY INCOME CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CME GROUP INC | COM | 453 | $4,925 | 23 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BECTON DICKINSON & CO | COM | 454 | $4,877 | 20 | 0.00 | 0.00 | -24 | -54.55 | 12-31-2023 |
