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 |
|---|---|---|---|---|---|---|---|---|---|
| DOLLAR GEN CORP NEW | COM | 401 | $6,858 | 52 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS REAL ESTATE ETF | COM | 402 | $6,759 | 81 | 0.00 | 0.00 | -61 | -42.96 | 06-30-2024 |
| BIOGEN INC | COM | 403 | $6,723 | 29 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR SER TR PORTFOLI S&P1500 | COM | 404 | $6,635 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
