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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 51 | $373,164 | 7,582 | 0.00 | 0.00 | -1,554 | -17.01 | 12-31-2023 |
| GALLAGHER ARTHUR J & CO | COM | 52 | $355,311 | 1,580 | 0.00 | 0.00 | -200 | -11.24 | 12-31-2023 |
| CSX CORP | COM | 53 | $342,878 | 9,890 | 0.00 | 0.00 | 30 | 0.30 | 12-31-2023 |
| ISHARES TR | IBOXX HI YD ETF | 54 | $323,723 | 4,183 | 0.00 | 0.00 | 227 | 5.74 | 12-31-2023 |
