Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWER WEALTH PARTNERS INC | 04-18-2024 | 03-31-2024 | 58 | 154,005,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 51 | $818,563 | 6,204 | 0.00 | 0.00 | -383 | -5.81 | 03-31-2024 |
| VISA INC | COM CL A | 52 | $697,700 | 2,500 | 0.00 | 0.00 | 143 | 6.07 | 03-31-2024 |
| AMAZON COM INC | COM | 53 | $667,586 | 3,701 | 0.00 | 0.00 | 360 | 10.78 | 03-31-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 54 | $652,207 | 6,890 | 0.00 | 0.00 | 91 | 1.34 | 03-31-2024 |
