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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 151 | $357,569 | 1,376 | 0.00 | 0.00 | 429 | 45.30 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 152 | $342,885 | 1,712 | 0.00 | 0.00 | 4 | 0.23 | 03-31-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 153 | $342,476 | 861 | 0.00 | 0.00 | -9 | -1.03 | 03-31-2024 |
| HOME DEPOT INC | COM | 154 | $331,263 | 864 | 0.00 | 0.00 | 2 | 0.23 | 03-31-2024 |
