Omni 360 Wealth, Inc. VANGUARD MALVERN FDS Transaction History

Omni 360 Wealth, Inc.

  • $160 Billion
  • Q4 2024
Number of Shares
43,538
Previous 36,761 18.44%
Holding current value
$3.3 Billion
Previous $2.91 Billion 13.38%
% of portfolio
2.07%
Previous 1.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
6,777 Added 18.44%
43,538 $3.3 Billion
Q3 2024

Oct 24, 2024
BUY
N/A
16,196 Added 78.76%
36,761 $2.91 Billion
Q2 2024

Jul 19, 2024
BUY
N/A
11,940 Added 138.43%
20,565 $1.56 Billion
Q1 2024

Apr 19, 2024
BUY
N/A
8,625 New
8,625 $660 Million
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