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 |
|---|---|---|---|---|---|---|---|---|---|
| DELL TECHNOLOGIES INC | CL C | 1251 | $3,672 | 48 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 1252 | $3,662 | 79 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WISDOMTREE TR | US QTLY DIV GRT | 1253 | $3,657 | 52 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NET LEASE OFFICE PROPERTIES | COM | 1254 | $3,641 | 197 | 0.00 | 197 | +Inf | 12-31-2023 |
