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 |
|---|---|---|---|---|---|---|---|---|---|
| ARCHER AVIATION INC | COM CL A | 251 | $140,800 | 40,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BLACKROCK DEBT STRATEGIES FD | COM NEW | 252 | $131,688 | 12,148 | 0.00 | 0.00 | -1,131 | -8.52 | 06-30-2024 |
| FASTLY INC | CL A | 253 | $125,069 | 16,970 | 0.00 | 0.00 | -84 | -0.49 | 06-30-2024 |
| BLACKROCK CORPOR HI YLD FD I | COM | 254 | $114,136 | 11,779 | 0.00 | 0.00 | 60 | 0.51 | 06-30-2024 |
