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 |
|---|---|---|---|---|---|---|---|---|---|
| MGE ENERGY INC | COM | 151 | $386,352 | 5,171 | 0.00 | 0.00 | 6 | 0.12 | 06-30-2024 |
| VANGUARD INDEX FDS MID CAP ETF | COM | 152 | $340,195 | 1,405 | 0.00 | 0.00 | -22 | -1.54 | 06-30-2024 |
| MASTERCARD INCORPORATED CL A | COM | 153 | $279,643 | 634 | 0.00 | 0.00 | 23 | 3.76 | 06-30-2024 |
| ISHARES TR 1 3 YR TREAS BD | COM | 154 | $193,605 | 2,371 | 0.00 | 0.00 | 23 | 0.98 | 06-30-2024 |
