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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P MCP ETF | COM | 451 | $4,276 | 73 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WORLD FD ESG US STK ETF | COM | 452 | $3,974 | 41 | 0.00 | 41 | +Inf | 06-30-2024 | |
| ISHARES TR RUS 2000 VAL ETF | COM | Liquidated | $0 | 0 | 0.00 | 25 | +Inf | 06-30-2024 | |
| WILLIAMS COS INC | COM | 454 | $3,910 | 92 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
