Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUSED WEALTH MANAGEMENT INC | 07-30-2024 | 06-30-2024 | 229 | 699,447,163 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EDISON INTL | COM | 201 | $225,548 | 3,141 | 0.00 | 0.00 | 2 | 0.06 | 06-30-2024 |
| ISHARES TR | CORE US AGGBD ET | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 0.26 | 06-30-2024 |
| US BANCORP DEL | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 0.18 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 204 | $219,740 | 439 | 0.00 | 0.00 | 1 | 0.23 | 06-30-2024 |
