Omni 360 Wealth, Inc. Purchases and Sells in Q1 2024

Omni 360 Wealth, Inc.

$123 Billion
Q1 2024

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	9.37K + 5.46%	$54.97 - $61.53 $515K - $576K	181K $11.1B
ITOT	6.52K + 9.38%	$103.16 - $115.3 $673K - $752K	76K $8.77B
IWF	202 + 1.18%	$294.43 - $339.01 $59.5K - $68.5K	17.3K $5.83B
VGIT	11K + 21.72%	$58.07 - $59.52 $636K - $652K	61.4K $3.59B
IDEV	5.39K + 8.93%	$61.63 - $67.27 $332K - $363K	65.7K $4.41B
DFAT	4.19K + 4.02%	$49.45 - $54.43 $207K - $228K	108K $5.9B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	4.86K New	$153.84 - $169.37 $747K - $823K	4.86K $823M
DYNF	15.4K New	$38.54 - $44.62 $594K - $687K	15.4K $684M
VANGUARD MALVERN FDS	8.63K New	N/A	8.63K $660M
IVE	2.5K New	$171.09 - $186.81 $428K - $468K	2.5K $468M
IYG	6.58K New	$63.91 - $191.92 $421K - $1.26M	6.58K $436M
UNH	591 New	$472.6 - $545.42 $279K - $322K	591 $293M

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	-4.05K - 18.67%	$79.39 - $81.28 $321K - $329K	17.6K $1.42B
SPAB	-10.2K - 28.73%	$24.99 - $25.67 $256K - $263K	25.4K $642M
USMV	-2.45K - 29.75%	$77.86 - $83.58 $190K - $204K	5.77K $483M
OEF	-639 - 35.94%	$219.81 - $247.98 $140K - $158K	1.14K $282M
IVW	-2.13K - 26.51%	$72.87 - $85.14 $155K - $181K	5.89K $497M
TFLO	-1.79K - 25.49%	$50.47 - $50.7 $90.4K - $90.8K	5.23K $265M

Activity Summary All Purchases 71 New Holdings 14 Increased Positions 57 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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