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 |
|---|---|---|---|---|---|---|---|---|---|
| LUMEN TECHNOLOGIES INC | COM | 1751 | $320 | 175 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE INTL AGGR | 1752 | $299 | 6 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 1753 | $298 | 6 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ONE GAS INC | COM | 1754 | $289 | 5 | 0.00 | 0.00 | 1 | 25.00 | 12-31-2023 |
