Omni 360 Wealth, Inc. Purchases and Sells in Q1 2025

Omni 360 Wealth, Inc.

  • $171 Billion
  • Q1 2025

Top Buys

Incresed Positions

67 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MALVERN FDS
17.9K
+ 41.13%
N/A
61.4K $4.76B
5.42K
+ 6.1%
$63.77 - $71.36 $345K - $386K
94.2K $6.49B
8.81K
+ 9.2%
$57.44 - $59.4 $506K - $523K
105K $6.21B
5.5K
+ 5.49%
$35.33 - $40.77 $194K - $224K
106K $4.16B
4.12K
+ 21.98%
$126.11 - $135.06 $520K - $556K
22.9K $2.95B
5.27K
+ 9.94%
$76.94 - $78.28 $406K - $413K
58.3K $4.56B
View all

New Holdings

45 operations
Stock Shares change Price Range Shares Held Trade History
TIDAL ETF TR
35.6K
New
N/A
35.6K $646M
2.34K
New
$168.59 - $212.13 $395K - $496K
2.34K $468M
3.02K
New
$137.61 - $149.68 $416K - $452K
3.02K $441M
4.26K
New
$92.49 - $114.57 $394K - $488K
4.26K $410M
3.72K
New
$88.6 - $105.85 $330K - $394K
3.72K $391M
1.38K
New
$225.82 - $266.54 $312K - $368K
1.38K $367M
View all

Top Sells

Reduced Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
-2.93K
- 31.04%
$271.18 - $303.12 $793K - $887K
6.5K $1.79B
-70
- 0.4%
$360.07 - $417.26 $25.2K - $29.2K
17.4K $6.27B
T ROWE PRICE ETF INC
-17.9K
- 38.2%
N/A
29K $937M
-26
- 0.15%
$209.68 - $247.1 $5.45K - $6.42K
17.4K $3.86B
-3
- 0.1%
$222.15 - $428.22 $666 - $1.28K
2.88K $746M
-4.74K
- 47.7%
$79.17 - $82.04 $376K - $389K
5.2K $425M
View all
Activity Summary
Buys All Purchases 112 New Holdings 45 Increased Positions 67 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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