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 |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 251 | $30,976 | 1,107 | 0.00 | 0.00 | 17 | 1.56 | 06-30-2024 |
| ISHARES TR CORE US AGGBD ET | COM | Liquidated | $0 | 0 | 0.00 | 311 | +Inf | 06-30-2024 | |
| AT&T INC | COM | 253 | $27,131 | 1,420 | 0.00 | 0.00 | 1 | 0.07 | 06-30-2024 |
| XCEL ENERGY INC | COM | 254 | $26,987 | 505 | 0.00 | 0.00 | 5 | 1.00 | 06-30-2024 |
