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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 201 | $236,211 | 3,869 | 0.00 | 0.00 | -150 | -3.73 | 03-31-2024 |
| PIMCO ETF TR | INV GRD CRP BD | 202 | $235,054 | 2,447 | 0.00 | 0.00 | -49 | -1.96 | 03-31-2024 |
| AIRBNB INC | COM CL A | 203 | $230,449 | 1,397 | 0.00 | 0.00 | -367 | -20.80 | 03-31-2024 |
| TARGET CORP | COM | 204 | $224,804 | 1,269 | 0.00 | 1,269 | +Inf | 03-31-2024 |
