Omega Financial Group, LLC Closed Holding Positions

Omega Financial Group, LLC

  • $263 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PSR
Invesco Actively

ETFs
Q2 2022 Filed on Jul 13, 2022
2,003
$91.8 - $116.42 $184K - $233K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2022 Filed on Apr 25, 2022
8,899
$99.6 - $108.5 $886K - $966K
MUB
Ishares National Muni Bond ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
18,176
$109.33 - $116.18 $1.99M - $2.11M
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Jan 24, 2022
13,029
$21.37 - $21.54 $278K - $281K
META
Meta Platforms, Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
782
$296.52 - $355.64 $232K - $278K
HYD
Vaneck High Yield Muni ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
15,294
$61.85 - $63.61 $946K - $973K
Invesco Exch Trd Slf Idx Fd
Q1 2021 Filed on Apr 19, 2021
374,819
N/A
ECL
Ecolab Inc.

Basic Materials
Q1 2021 Filed on Apr 19, 2021
979
$204.51 - $225.74 $200K - $221K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2020 Filed on Feb 04, 2021
14,354
$50.66 - $50.76 $727K - $729K
SHV
Ishares Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
6,621
$110.51 - $110.7 $732K - $733K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q3 2020 Filed on Oct 14, 2020
8,294
$28.66 - $33.0 $238K - $274K
JPEM
Jp Morgan Diversified Return

ETFs
Q3 2020 Filed on Oct 14, 2020
5,221
$46.22 - $49.56 $241K - $259K
JHMD
John Hancock ETF Tr Multifacto

ETFs
Q3 2020 Filed on Oct 14, 2020
12,056
$26.04 - $28.11 $314K - $339K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2020 Filed on Apr 29, 2020
51,187
$30.12 - $53.58 $1.54M - $2.74M
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q1 2020 Filed on Apr 29, 2020
11,071
$16.9 - $29.89 $187K - $331K
Indexiq ETF Tr
Q1 2020 Filed on Apr 29, 2020
57,709
N/A
IXUS
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
4,196
$40.8 - $63.03 $171K - $264K
IWL
Ishares Tr Russell 200 ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
7,377
$53.58 - $79.63 $395K - $587K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2020 Filed on Apr 29, 2020
1,949
$37.62 - $61.93 $73.3K - $121K
IWC
Russell Micro Cap ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
2,245
$57.05 - $101.1 $128K - $227K
JPMB
J P Morgan Usd Emerging Market

ETFs
Q1 2020 Filed on Apr 29, 2020
17,857
$38.6 - $52.58 $689K - $939K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q1 2020 Filed on Apr 29, 2020
18,608
$31.06 - $40.52 $578K - $754K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 13, 2020
37,606
N/A
BA
Boeing CO

Industrials
Q2 2019 Filed on Aug 02, 2019
8,000
$337.37 - $395.86 $2.7M - $3.17M
Track This Portfolio

Track Omega Financial Group, LLC Portfolio

Follow Omega Financial Group, LLC 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 Omega Financial Group, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email