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 |
|---|---|---|---|---|---|---|---|---|---|
| CUMMINS INC | COM | 501 | $47,914 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | RUS MID CAP ETF | 502 | $47,718 | 614 | 0.00 | 0.00 | 1 | 0.16 | 12-31-2023 |
| ARRAY TECHNOLOGIES INC | COM SHS | 503 | $47,628 | 2,835 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| RH | COM | 504 | $46,345 | 159 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
