Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DOMANI WEALTH LLC | 04-18-2023 | 03-31-2023 | 117 | 430,979,556 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Dentsply Sirona Inc | COM | 51 | $924,062 | 23,525 | 0.00 | 0.20 | -164 | -0.69 | 03-31-2023 |
| Amazon Com Inc | COM | 52 | $908,745 | 8,798 | 0.00 | 0.32 | -878 | -9.07 | 03-31-2023 |
| DCP Midstream LP | COM UT LTD PTN | 53 | $876,120 | 21,000 | 0.00 | 0.24 | -1,200 | -5.41 | 03-31-2023 |
| Fortive Corp Com | COM | 54 | $820,630 | 12,038 | 0.00 | 0.21 | 0 | 0.00 | 03-31-2023 |
