Number of Shares
8,897
Previous 7,862 13.16%
Holding current value
$474 Million
Previous $415 Million 14.02%
% of portfolio
0.27%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
N/A
1,035 Added 13.16%
8,897 $474 Million
Q2 2025

Jul 07, 2025

BUY
N/A
792 Added 11.2%
7,862 $415 Million
Q1 2025

Apr 30, 2025

BUY
N/A
2,640 Added 59.59%
7,070 $370 Million
Q4 2024

Feb 14, 2025

BUY
N/A
4,430 New
4,430 $230 Million
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.