Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OMNI 360 WEALTH INC | 07-19-2024 | 06-30-2024 | 112 | 134,620,921 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 51 | $734,544 | 3,801 | 0.00 | 0.00 | 546 | 16.77 | 06-30-2024 |
| BLACKSTONE INC | COM | 52 | $721,373 | 5,827 | 0.00 | 0.00 | 132 | 2.32 | 06-30-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 53 | $677,437 | 1,732 | 0.00 | 0.00 | -121 | -6.53 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 54 | $676,611 | 6,973 | 0.00 | 0.00 | 4,050 | 138.56 | 06-30-2024 |
