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 |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL | COM NEW | 151 | $213,912 | 4,943 | 0.00 | 0.00 | 12 | 0.24 | 12-31-2023 |
| BOEING CO | COM | 152 | $207,359 | 796 | 0.00 | 0.00 | 131 | 19.70 | 12-31-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 153 | $205,474 | 1,068 | 0.00 | 0.00 | 410 | 62.31 | 12-31-2023 |
| NUVEEN TAXABLE MUNICPAL INM | COM | 154 | $204,875 | 12,975 | 0.00 | 0.00 | 10,530 | 430.67 | 12-31-2023 |
