Omni 360 Wealth, Inc. Purchases and Sells in Q3 2024

Omni 360 Wealth, Inc.

$153 Billion
Q3 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MALVERN FDS	16.2K + 78.76%	N/A	36.8K $2.91B
AAPL	3.23K + 19.45%	$207.23 - $234.82 $670K - $759K	19.9K $4.63B
NVDA	8.99K + 125.15%	$98.91 - $134.91 $889K - $1.21M	16.2K $1.96B
MSFT	1.61K + 31.65%	$395.15 - $467.56 $637K - $753K	6.7K $2.88B
DGRO	4.82K + 18.58%	$57.47 - $62.76 $277K - $303K	30.8K $1.93B
AMZN	2.42K + 63.77%	$161.02 - $200.0 $390K - $485K	6.23K $1.16B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SDVY	13.6K New	$32.65 - $36.69 $445K - $500K	13.6K $496M
XLK	1.66K New	$197.34 - $237.68 $328K - $395K	1.66K $375M
AVGO	2.02K New	$136.27 - $1745.86 $276K - $3.53M	2.02K $349M
V	950 New	$253.74 - $291.56 $241K - $277K	950 $261M
PG	1.41K New	$160.76 - $177.82 $227K - $251K	1.41K $244M
JMUB	4.58K New	$50.15 - $51.27 $229K - $235K	4.58K $235M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIV	-10.7K - 12.34%	$34.66 - $38.38 $371K - $411K	76.1K $2.9B
XMHQ	-2.49K - 35.67%	$94.31 - $103.26 $235K - $257K	4.49K $460M
SPAB	-5.42K - 31.85%	$24.86 - $26.33 $135K - $143K	11.6K $303M
SPTM	-2.02K - 31.46%	$63.28 - $70.06 $128K - $141K	4.39K $308M
VCIT	-1.81K - 12.53%	$79.29 - $84.02 $144K - $152K	12.6K $1.06B
ESGU	-802 - 10.54%	$113.45 - $126.18 $91K - $101K	6.81K $859M

Activity Summary All Purchases 81 New Holdings 13 Increased Positions 68 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.