Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Omnia Family Wealth LLC
  City: AVENTURA
  State: FL
  Zip: 33180
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $213,471,000
  Total Value Change : $18,363,000
  Securities Held Change : 10
   
All Securities Held : 74
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... - $0.00 $19,925,000 197,846 % -4,779,000 -48,525 0    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe - $0.00 $12,053,000 162,400 % 468,000 -2,275 0    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust - $44.33 $5,820,000 138,527 % 217,000 -5,022 0    N/A
   (EWT)1 Year Chart         EWT iShares MSCI-Taiwan - $48.92 $5,485,000 112,673 % -13,000 -6,767 0    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS - $245.41 $3,336,000 13,352 % 229,000 -3 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $520.17 $3,027,000 5,770 % -13,939,000 -29,783 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation - $887.47 $1,658,000 1,835 % 632,000 -237 0    N/A
   (LEN)1 Year Chart         LEN Lennar Corp - $160.89 $1,083,000 6,298 % 133,000 -78 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... - $43.37 $663,000 15,879 % -105,000 -2,799 0    N/A
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc - $143.54 $441,000 3,060 % 25,000 -1 0    N/A
   (INTC)1 Year Chart         INTC Intel Corp - $30.09 $357,000 8,084 % -54,000 -90 0    N/A
   (SBCF)1 Year Chart         SBCF Seacoast Banking Corp Of Fl... - $24.47 $285,000 11,224 % -100,000 -2,315 0    N/A
   (MS)1 Year Chart         MS Morgan Stanley - $98.11 $271,000 2,875 % 1,000 -19 0    N/A

      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results