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 |
|---|---|---|---|---|---|---|---|---|---|
| CLOUDFLARE INC | CL A COM | 551 | $1,999 | 24 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MOTOROLA SOLUTIONS INC | COM NEW | 552 | $1,885 | 6 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CARNIVAL CORP | UNIT 99/99/9999 | 553 | $1,854 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
| LISTED FD TR | ROUNDHILL BALL | 554 | $1,728 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
