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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR S&P 400 MDCP VAL | COM | 351 | $10,866 | 149 | 0.00 | 0.00 | 1 | 0.68 | 06-30-2024 |
| KEURIG DR PEPPER INC | COM | 352 | $10,237 | 306 | 0.00 | 0.00 | 2 | 0.66 | 06-30-2024 |
| MERCADOLIBRE INC | COM | 353 | $9,861 | 6 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CONSTELLATION ENERGY CORP | COM | 354 | $8,812 | 44 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
