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
FRESHWORKS INC CALL Liquidated $0 0 0.00 10,000 +Inf 12-31-2023
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