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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US OIL GS EX ETF | 1201 | $4,473 | 48 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NIKOLA CORP | COM | 1202 | $4,473 | 5,113 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ONEMAIN HLDGS INC | COM | 1203 | $4,448 | 90 | 0.00 | 0.00 | 2 | 2.27 | 12-31-2023 |
| CHATHAM LODGING TR | COM | 1204 | $4,403 | 411 | 0.00 | 0.00 | 3 | 0.74 | 12-31-2023 |
