Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 128 | 154,116,895 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | 1 | $8,314,820 | 109,133 | 0.01 | 0.01 | 613 | 0.56 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 2 | $7,890,939 | 107,873 | 0.01 | 0.01 | -3,902 | -3.49 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $7,119,483 | 13,611 | 0.00 | 0.00 | 476 | 3.62 | 03-31-2024 |
| APPLE INC | COM | 4 | $6,162,734 | 35,939 | 0.00 | 0.01 | -1,643 | -4.37 | 03-31-2024 |
