Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OMNIA FAMILY WEALTH LLC | 04-30-2024 | 03-31-2024 | 74 | 213,472,009 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 101 | $512,585 | 1,818 | 0.00 | 0.00 | 149 | 8.93 | 03-31-2024 |
| COLGATE PALMOLIVE CO | COM | 102 | $505,631 | 5,615 | 0.00 | 0.00 | 39 | 0.70 | 03-31-2024 |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | 103 | $501,196 | 16,152 | 0.00 | 16,152 | +Inf | 03-31-2024 | |
| PACCAR INC | COM | 104 | $485,773 | 3,921 | 0.00 | 0.00 | 26 | 0.67 | 03-31-2024 |
