Omnia Family Wealth, LLC Purchases and Sells in Q1 2024

Omnia Family Wealth, LLC

$213 Million
Q1 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	53.7K + 25.96%	$232.77 - $260.14 $12.5M - $14M	261K $67.8M
GLD	3.69K + 6.47%	$184.42 - $205.72 $681K - $759K	60.7K $12.5M
VEA	21.9K + 12.6%	$46.21 - $50.27 $1.01M - $1.1M	196K $9.81M
MSFT	497 + 4.99%	$367.75 - $429.37 $183K - $213K	10.5K $4.4M
DIS	185 + 1.35%	$89.29 - $122.36 $16.5K - $22.6K	13.9K $1.7M
META	45 + 1.6%	$344.47 - $512.19 $15.5K - $23K	2.85K $1.38M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CPER	224K New	$22.95 - $25.76 $5.14M - $5.76M	224K $5.62M
XOP	33.4K New	$128.16 - $154.93 $4.28M - $5.18M	33.4K $5.18M
IGE	99.3K New	$38.73 - $44.99 $3.85M - $4.47M	99.3K $4.47M
XME	63.4K New	$54.61 - $60.28 $3.46M - $3.82M	63.4K $3.82M
FLJP	16.2K New	$27.56 - $31.23 $445K - $504K	16.2K $501K
COIN	1.04K New	$117.3 - $279.71 $122K - $292K	1.04K $276K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-29.8K - 83.77%	$467.28 - $523.17 $13.9M - $15.6M	5.77K $3.02M
SGOV	-48.5K - 19.7%	$100.29 - $100.71 $4.87M - $4.89M	198K $19.9M
VWO	-2.8K - 14.99%	$39.04 - $42.23 $109K - $118K	15.9K $663K
SBCF	-2.32K - 17.1%	$23.59 - $28.07 $54.6K - $65K	11.2K $284K
INTC	-90 - 1.1%	$41.83 - $49.55 $3.76K - $4.46K	8.08K $357K
EWT	-6.77K - 5.67%	$42.35 - $49.11 $287K - $332K	113K $5.48M

Activity Summary All Purchases 51 New Holdings 13 Increased Positions 38 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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