Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
OXINAS PARTNERS WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 128 | 154,116,895 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P MCP ETF | 101 | $637,770 | 10,500 | 0.00 | 0.00 | 8,332 | 384.32 | 03-31-2024 |
WALMART INC | COM | 102 | $633,517 | 10,529 | 0.00 | 0.00 | 6,961 | 195.10 | 03-31-2024 |
NVIDIA CORPORATION | COM | 103 | $623,847 | 690 | 0.00 | 0.00 | -199 | -22.38 | 03-31-2024 |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 104 | $611,160 | 11,268 | 0.00 | 11,268 | +Inf | 03-31-2024 |