Omni 360 Wealth, Inc. VANGUARD MALVERN FDS Transaction History

Omni 360 Wealth, Inc.

  • $203 Billion
  • Q2 2025
Number of Shares
13,599
Previous 11,795 15.29%
Holding current value
$1.06 Billion
Previous $915 Million 15.65%
% of portfolio
0.52%
Previous 0.54%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
N/A
1,804 Added 15.29%
13,599 $1.06 Billion
Q1 2025

Apr 30, 2025
SELL
N/A
-236 Reduced 1.96%
11,795 $915 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2,733 Added 29.39%
12,031 $914 Million
Q3 2024

Oct 24, 2024
BUY
N/A
3,952 Added 73.92%
9,298 $737 Million
Q2 2024

Jul 19, 2024
BUY
N/A
1,826 Added 51.88%
5,346 $407 Million
Q1 2024

Apr 19, 2024
BUY
N/A
3,520 New
3,520 $270 Million
Track This Portfolio

Track Omni 360 Wealth, Inc. Portfolio

Follow Omni 360 Wealth, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email