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 |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | COM | 201 | $146,783 | 2,384 | 0.00 | 0.00 | 475 | 24.88 | 12-31-2023 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 202 | $144,629 | 1,866 | 0.00 | 0.00 | -136 | -6.79 | 12-31-2023 |
| GOLUB CAP BDC INC | COM | 203 | $142,035 | 9,406 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COCA COLA CO | COM | 204 | $141,379 | 2,399 | 0.00 | 0.00 | -16 | -0.66 | 12-31-2023 |
