Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TOWER VIEW WEALTH MANAGEMENT LLC 02-06-2024 12-31-2023 183 161,346,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD WORLD FDS HEALTH CAR ETF COM 101 $1,474,000 5,880 0.91 0.96 79 1.36 12-31-2023
PROCTER AND GAMBLE CO COM 102 $1,201,000 8,193 0.74 0.84 39 0.48 12-31-2023
NEXTRACKER INC CLASS A COM 103 $1,121,000 23,925 0.69 23,925 +Inf 12-31-2023
VANGUARD WORLD FDS CONSUM STP ETF COM 104 $930,000 4,869 0.58 0.62 51 1.06 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6