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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 601 | $29,884 | 461 | 0.00 | 0.00 | 1 | 0.22 | 12-31-2023 |
| LAM RESEARCH CORP | COM | 602 | $29,764 | 38 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | Liquidated | $0 | 0 | 0.00 | 993 | +Inf | 12-31-2023 | |
| PPG INDS INC | COM | 604 | $29,511 | 197 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
