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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANT ENERGY CORP | COM | 801 | $14,723 | 287 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ZOOM VIDEO COMMUNICATIONS IN | CALL | Liquidated | $0 | 0 | 0.00 | 3,600 | +Inf | 12-31-2023 | |
| TANGER INC | COM | 803 | $14,627 | 528 | 0.00 | 0.00 | 5 | 0.96 | 12-31-2023 |
| UNDER ARMOUR INC | CL A | 804 | $14,556 | 1,656 | 0.00 | 0.00 | -22 | -1.31 | 12-31-2023 |
