Omni 360 Wealth, Inc. Purchases and Sells in Q4 2024

Omni 360 Wealth, Inc.

$160 Billion
Q4 2024

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	15.2K + 18.67%	$124.26 - $134.12 $1.89M - $2.04M	96.9K $12.5B
DFAT	23.7K + 21.69%	$54.54 - $61.04 $1.29M - $1.45M	133K $7.4B
VGIT	14.9K + 18.49%	$57.78 - $60.4 $863K - $902K	95.7K $5.55B
DFIV	24.2K + 31.84%	$34.86 - $37.97 $844K - $920K	100K $3.56B
VTIP	13.2K + 34.37%	$48.33 - $49.08 $636K - $646K	51.5K $2.49B
BSV	7.41K + 16.26%	$77.02 - $78.58 $571K - $583K	53K $4.1B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	8.12K New	$46.75 - $47.8 $380K - $388K	8.12K $381M
SPMO	3.97K New	$89.97 - $98.59 $357K - $392K	3.97K $377M
BLACKROCK ETF TRUST II	4.43K New	N/A	4.43K $230M
WFC	2.91K New	$54.98 - $77.35 $160K - $225K	2.91K $204M
MGK	587 New	$316.94 - $357.88 $186K - $210K	587 $202M

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-6.07K - 37.53%	$117.0 - $148.88 $710K - $903K	10.1K $1.36B
MSFT	-1.07K - 16.0%	$406.35 - $454.46 $436K - $487K	5.63K $2.37B
AAPL	-2.45K - 12.32%	$221.69 - $259.02 $542K - $634K	17.4K $4.36B
VCIT	-2.7K - 21.36%	$80.13 - $83.77 $217K - $226K	9.95K $798M
IQLT	-558 - 1.07%	$37.12 - $41.23 $20.7K - $23K	51.8K $1.92B
PGR	-745 - 19.05%	$239.6 - $268.88 $179K - $200K	3.17K $758M

Activity Summary All Purchases 58 New Holdings 5 Increased Positions 53 All Sells 60 Reductions 60 Sold out 0 Calls 0 Puts 0

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