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 |
|---|---|---|---|---|---|---|---|---|---|
| CHIPOTLE MEXICAN GRILL INC | COM | 251 | $29,068 | 10 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR S&P DIVID ETF | COM | 252 | $26,960 | 205 | 0.00 | 0.01 | 100 | 95.24 | 03-31-2024 |
| XCEL ENERGY INC | COM | 253 | $26,891 | 500 | 0.00 | 0.04 | -483 | -49.14 | 03-31-2024 |
| CISCO SYS INC | COM | 254 | $26,348 | 528 | 0.00 | 0.02 | -137 | -20.60 | 03-31-2024 |
