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
GEN DIGITAL INC COM 1501 $1,219 53 0.00 0.00 0 0.00 12-31-2023
PELOTON INTERACTIVE INC CL A COM 1502 $1,218 200 0.00 0.00 -50 -20.00 12-31-2023
INTERNATIONAL FLAVORS&FRAGRA COM 1503 $1,215 15 0.00 0.00 0 0.00 12-31-2023
WESTERN ASSET HIGH YIELD DEF COM 1504 $1,209 100 0.00 0.00 0 0.00 12-31-2023
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