Omni 360 Wealth, Inc. VANGUARD MALVERN FDS Transaction History

Omni 360 Wealth, Inc.

  • $135 Billion
  • Q2 2024
Number of Shares
5,346
Previous 3,520 51.88%
Holding current value
$407 Million
Previous $270 Million 50.69%
% of portfolio
0.3%
Previous 0.22%

Shares

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