Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWER VIEW WEALTH MANAGEMENT LLC | 07-26-2024 | 06-30-2024 | 183 | 174,204,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CELLEBRITE DI LTD ORDINARY SHARES | COM | 101 | $1,543,307 | 129,147 | 0.00 | 0.00 | 7,542 | 6.20 | 06-30-2024 |
| VANGUARD WORLD FD HEALTH CAR ETF | COM | 102 | $1,531,359 | 5,757 | 0.00 | 0.00 | -2 | -0.03 | 06-30-2024 |
| ADVANCED MICRO DEVICES INC | COM | 103 | $1,529,316 | 9,428 | 0.00 | 0.00 | 185 | 2.00 | 06-30-2024 |
| NEXTRACKER INC CLASS A | COM | Liquidated | $0 | 0 | 0.00 | 0.69 | 2,531 | 10.58 | 06-30-2024 |
