Omni 360 Wealth, Inc. SCHWAB STRATEGIC TR Transaction History

Omni 360 Wealth, Inc.

  • $178 Billion
  • Q3 2025
Number of Shares
26,050
Previous 25,187 3.43%
Holding current value
$696 Million
Previous $668 Million 4.17%
% of portfolio
0.39%
Previous 0.33%

Shares

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

Oct 20, 2025
BUY
N/A
863 Added 3.43%
26,050 $696 Million
Q2 2025

Jul 07, 2025
BUY
N/A
25,187 New
25,187 $668 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.

Choose your preferred platform and Sign Up 👇 Telegram Email