Omnia Family Wealth, LLC Purchases and Sells in Q3 2024

Omnia Family Wealth, LLC

$232 Million
Q3 2024

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	7.85K + 2.99%	$255.18 - $283.2 $2M - $2.22M	271K $76.6M
VOO	9.27K + 1606.76%	$475.2 - $527.7 $4.41M - $4.89M	9.85K $5.2M
GLD	542 + 0.83%	$215.56 - $246.98 $117K - $134K	65.7K $16M
AAPL	1.61K + 4.64%	$207.23 - $234.82 $334K - $378K	36.3K $8.46M
VEA	2.99K + 1.33%	$47.6 - $53.31 $142K - $159K	228K $12.1M
META	337 + 11.4%	$453.41 - $572.44 $153K - $193K	3.29K $1.89M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	10.6K New	$434.77 - $502.96 $4.61M - $5.34M	10.6K $5.18M
VTV	3.3K New	$159.75 - $174.57 $527K - $575K	3.3K $575K
CAT	662 New	$316.8 - $391.12 $210K - $259K	662 $258K
NEE	2.91K New	$69.9 - $84.97 $203K - $247K	2.91K $245K
SBUX	2.48K New	$72.51 - $98.6 $180K - $245K	2.48K $242K
KO	3.08K New	$62.69 - $73.01 $193K - $225K	3.08K $221K

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-47.7K - 23.71%	$100.3 - $100.74 $4.79M - $4.81M	154K $15.5M
SPY	-3.96K - 29.12%	$517.38 - $573.86 $2.05M - $2.27M	9.65K $5.53M
VWO	-4.65K - 28.98%	$41.9 - $48.26 $195K - $224K	11.4K $545K
MRK	-182 - 4.85%	$111.15 - $128.97 $20.2K - $23.5K	3.57K $405K
NFLX	-21 - 5.21%	$598.55 - $722.26 $12.6K - $15.2K	382 $270K
PHM	-21 - 1.0%	$103.95 - $144.98 $2.18K - $3.04K	2.07K $297K

Activity Summary All Purchases 60 New Holdings 11 Increased Positions 49 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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