Omega Financial Group, LLC Purchases and Sells in Q3 2024

Omega Financial Group, LLC

$263 Million
Q3 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VNQ	160K + 215.18%	$82.97 - $98.97 $13.2M - $15.8M	234K $22.8M
IJR	8.35K + 7.89%	$105.53 - $118.34 $881K - $988K	114K $13.4M
AGG	15.4K + 12.87%	$96.25 - $101.98 $1.48M - $1.57M	135K $13.7M
IJJ	6.41K + 8.84%	$111.9 - $124.28 $717K - $796K	78.9K $9.75M
IJH	12.4K + 7.72%	$57.32 - $62.65 $713K - $780K	174K $10.8M
SCZ	9.72K + 8.32%	$60.13 - $68.17 $584K - $662K	127K $8.57M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPHY	295K New	$23.04 - $24.06 $6.8M - $7.1M	295K $7.1M
TLH	2.92K New	$100.75 - $111.62 $294K - $326K	2.92K $319K
VBR	1.05K New	$179.99 - $201.6 $188K - $211K	1.05K $210K
VWO	4.33K New	$41.9 - $48.26 $181K - $209K	4.33K $207K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYR	-148K - 94.65%	$86.93 - $103.61 $12.9M - $15.3M	8.36K $851K
HYG	-85.2K - 91.59%	$76.72 - $80.36 $6.54M - $6.85M	7.83K $628K
AMZN	-5.89K - 83.69%	$161.02 - $200.0 $948K - $1.18M	1.15K $213K
MSFT	-1.68K - 63.79%	$395.15 - $467.56 $663K - $785K	953 $410K
AAPL	-3.26K - 33.18%	$207.23 - $234.82 $676K - $766K	6.57K $1.53M
IWB	-2.53K - 8.44%	$283.28 - $314.39 $717K - $796K	27.5K $8.63M

Activity Summary All Purchases 28 New Holdings 4 Increased Positions 24 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omega Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Omega Financial Group, LLC with notifications on news.