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 |
|---|---|---|---|---|---|---|---|---|---|
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 1451 | $1,654 | 23 | 0.00 | 0.00 | -4 | -14.81 | 12-31-2023 |
| NETAPP INC | COM | 1452 | $1,593 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UGI CORP NEW | COM | 1453 | $1,588 | 65 | 0.00 | 0.00 | 2 | 3.17 | 12-31-2023 |
| COLLPLANT BIOTECHNOLOGIES LT | SHS NEW | 1454 | $1,546 | 242 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
