Omni 360 Wealth, Inc. VANGUARD MALVERN FDS Transaction History

Omni 360 Wealth, Inc.

  • $171 Billion
  • Q1 2025
Number of Shares
61,445
Previous 43,538 41.13%
Holding current value
$4.76 Billion
Previous $3.3 Billion 44.15%
% of portfolio
2.78%
Previous 2.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
17,907 Added 41.13%
61,445 $4.76 Billion
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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