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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | INTL SEL DIV ETF | 701 | $20,610 | 736 | 0.00 | 0.00 | -195 | -20.95 | 12-31-2023 |
| ZHIHU INC | ADS | 702 | $20,601 | 22,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 703 | $20,547 | 511 | 0.00 | 0.00 | 74 | 16.93 | 12-31-2023 |
| MCCORMICK & CO INC | COM NON VTG | 704 | $20,340 | 297 | 0.00 | 0.00 | 2 | 0.68 | 12-31-2023 |
