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 |
|---|---|---|---|---|---|---|---|---|---|
| LYONDELLBASELL INDUSTRIES N SHS - A - | COM | 451 | $3,000 | 32 | 0.00 | 32 | +Inf | 12-31-2023 | |
| WILLIAMS COS INC | COM | 452 | $3,000 | 92 | 0.00 | 92 | +Inf | 12-31-2023 | |
| VEEVA SYS INC CL A COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| US BANCORP DEL NEW | COM | 454 | $3,000 | 65 | 0.00 | 0.01 | -163 | -71.49 | 12-31-2023 |
