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 |
|---|---|---|---|---|---|---|---|---|---|
| SONO TEK CORP | COM | 501 | $47,767 | 12,343 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UP FINTECH HLDG LTD | SPONSORED ADS | 502 | $46,200 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
