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 |
|---|---|---|---|---|---|---|---|---|---|
| COINBASE GLOBAL INC | COM CL A | 751 | $17,740 | 102 | 0.00 | 0.00 | -6 | -5.56 | 12-31-2023 |
| PIMCO ETF TR | 1-5 US TIP IDX | 752 | $17,408 | 340 | 0.00 | 0.00 | -15 | -4.23 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ OIL GAS | 753 | $17,396 | 615 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN INTL GROUP INC | COM NEW | 754 | $17,071 | 252 | 0.00 | 0.00 | 3 | 1.20 | 12-31-2023 |
