Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACCURATE WEALTH MANAGEMENT LLC | 10-23-2023 | 09-30-2023 | 270 | 318,779,280 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VALLEY NATL BANCORP | COM | 401 | $96,323 | 11,279 | 0.00 | 0.00 | -1,276 | -10.16 | 09-30-2023 |
| GABELLI UTIL TR | COM | 402 | $85,115 | 14,500 | 0.00 | 0.00 | -3,400 | -18.99 | 09-30-2023 |
