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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR RUSSELL 3000 ETF | COM | 201 | $81,005 | 262 | 0.00 | 0.00 | -13 | -4.73 | 06-30-2024 |
| PHILLIPS 66 | COM | 202 | $75,528 | 535 | 0.00 | 0.00 | 4 | 0.75 | 06-30-2024 |
| ESSENTIAL UTILS INC | COM | 203 | $73,358 | 1,965 | 0.00 | 0.00 | 10 | 0.51 | 06-30-2024 |
| WASTE MGMT INC DEL | COM | 204 | $72,854 | 341 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
