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 |
|---|---|---|---|---|---|---|---|---|---|
| THE TRADE DESK INC | PUT | 1151 | $5,287 | 3,400 | 0.00 | 3,400 | +Inf | 12-31-2023 | |
| CORNERSTONE STRATEGIC VALUE | COM | 1152 | $5,281 | 734 | 0.00 | 0.00 | 6 | 0.82 | 12-31-2023 |
| BAXTER INTL INC | COM | 1153 | $5,272 | 136 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | BROAD USD HIGH | 1154 | $5,271 | 145 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
