Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUSED WEALTH MANAGEMENT INC | 01-09-2024 | 12-31-2023 | 1024 | 608,263,268 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROCHIP TECHNOLOGY INC. | COM | 1101 | $6,430 | 71 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | 1102 | $6,260 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | S&P DIVID ETF | 1103 | $6,249 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COHEN & STEERS SELECT PFD & | COM | 1104 | $6,117 | 324 | 0.00 | 0.00 | 7 | 2.21 | 12-31-2023 |
