Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWER VIEW WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 183 | 161,346,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCADOLIBRE INC | COM | 351 | $9,000 | 6 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| CONSOLIDATED EDISON INC | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| BROAD INC | COM | 353 | $9,000 | 8 | 0.01 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERIZON MUNICATIONS INC | COM | 354 | $8,000 | 204 | 0.00 | 0.00 | 104 | 104.00 | 12-31-2023 |
