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 |
|---|---|---|---|---|---|---|---|---|---|
| IMMUNOGEN INC | COM | 1301 | $2,965 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PERRIGO CO PLC | SHS | 1302 | $2,928 | 91 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BRC INC | COM CL A | 1303 | $2,904 | 800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MURPHY USA INC | COM | 1304 | $2,888 | 8 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
