Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWER VIEW WEALTH MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 193 | 170,914,945 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 1 | $7,857,598 | 10,100 | 0.00 | 4.26 | -1,693 | -14.36 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $7,352,652 | 17,476 | 0.00 | 4.15 | -319 | -1.79 | 03-31-2024 |
| MARSH & MCLENNAN COS INC | COM | 3 | $6,271,454 | 30,447 | 0.00 | 3.59 | -129 | -0.42 | 03-31-2024 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | COM | 4 | $6,254,627 | 45,973 | 0.00 | 3.03 | -1,022 | -2.17 | 03-31-2024 |
