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 RUS MD CP GR ETF | COM | 501 | $1,987 | 18 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WORLD FD INDUSTRIAL ETF | COM | 502 | $1,882 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UNITY SOFTWARE INC | COM | 503 | $1,773 | 109 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR CORE LT USDB ETF | COM | Liquidated | $0 | 0 | 0.00 | 34 | +Inf | 06-30-2024 |
