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 |
|---|---|---|---|---|---|---|---|---|---|
| HUBSPOT INC | COM | 301 | $15,925 | 27 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TARGET CORP | COM | 302 | $14,878 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NETFLIX INC | COM | 303 | $14,848 | 22 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SOUTHERN CO | COM | 304 | $14,353 | 185 | 0.00 | 0.00 | 1 | 0.54 | 06-30-2024 |
