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
CONTAINER STORE GROUP INC COM 1701 $467 205 0.00 0.00 0 0.00 12-31-2023
ARK ETF TR AUTNMUS TECHNLGY 1702 $462 8 0.00 0.00 -35 -81.40 12-31-2023
INVESTMENT MANAGERS SER TR I AXS CANNABIS ETF 1703 $456 27 0.00 0.00 0 0.00 12-31-2023
IMAX CORP COM 1704 $451 30 0.00 0.00 0 0.00 12-31-2023
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