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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 551 | $38,599 | 616 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PPL CORP | COM | 552 | $38,563 | 1,423 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 553 | $38,523 | 110 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLOCK INC | CL A | 554 | $38,443 | 497 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
