Omni 360 Wealth, Inc. VANGUARD MALVERN FDS Transaction History

Omni 360 Wealth, Inc.

  • $153 Billion
  • Q3 2024
Number of Shares
9,298
Previous 5,346 73.92%
Holding current value
$737 Million
Previous $407 Million 81.23%
% of portfolio
0.48%
Previous 0.3%

Shares

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