Omni 360 Wealth, Inc. VANGUARD MALVERN FDS Transaction History

Omni 360 Wealth, Inc.

  • $171 Billion
  • Q1 2025
Number of Shares
11,795
Previous 12,031 1.96%
Holding current value
$915 Million
Previous $914 Million 0.06%
% of portfolio
0.54%
Previous 0.57%

Shares

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

Apr 30, 2025
SELL
N/A
-236 Reduced 1.96%
11,795 $915 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2,733 Added 29.39%
12,031 $914 Million
Q3 2024

Oct 24, 2024
BUY
N/A
3,952 Added 73.92%
9,298 $737 Million
Q2 2024

Jul 19, 2024
BUY
N/A
1,826 Added 51.88%
5,346 $407 Million
Q1 2024

Apr 19, 2024
BUY
N/A
3,520 New
3,520 $270 Million
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