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 |
|---|---|---|---|---|---|---|---|---|---|
| SEACOAST BKG CORP FLA | COM NEW | 151 | $284,977 | 11,224 | 0.00 | 0.00 | -2,315 | -17.10 | 03-31-2024 |
| COINBASE GLOBAL INC | COM CL A | 152 | $276,785 | 1,044 | 0.00 | 1,044 | +Inf | 03-31-2024 | |
| ENTERPRISE PRODS PARTNERS L | COM | 153 | $273,825 | 9,384 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TOLL BROTHERS INC | COM | 154 | $273,488 | 2,114 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
