Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 03, 2021

SELL
N/A
-29,268 Closed
0 $0
Q2 2021

Aug 03, 2021

BUY
N/A
1 Added 0.0%
29,268 $394,000
Q1 2021

May 12, 2021

SELL
N/A
-1,800 Reduced 5.79%
29,267 $385,000
Q4 2020

Feb 08, 2021

BUY
N/A
317 Added 1.03%
31,067 $0
Q3 2020

Oct 28, 2020

BUY
N/A
1 Added 0.0%
30,750 $192,000
Q2 2020

Aug 04, 2020

SELL
N/A
-491 Reduced 1.57%
30,749 $0
Q1 2020

May 05, 2020

BUY
N/A
130 Added 0.42%
31,240 $248,000
Q4 2019

Feb 05, 2020

BUY
N/A
471 Added 1.54%
31,110 $347,000
Q3 2019

Nov 12, 2019

SELL
N/A
-362 Reduced 1.17%
30,639 $274,000
Q1 2019

May 15, 2019

BUY
N/A
363 Added 1.18%
31,001 $310,000
Q4 2018

Feb 26, 2019

SELL
N/A
-4,796 Reduced 13.54%
30,638 $232,000
Q3 2018

Nov 14, 2018

SELL
N/A
-681 Reduced 1.89%
35,434 $404,000
Q2 2018

Aug 10, 2018

BUY
N/A
177 Added 0.49%
36,115 $496,000
Q1 2018

May 11, 2018

SELL
N/A
-1,958 Reduced 5.17%
35,938 $489,000
Q4 2017

Feb 02, 2018

SELL
N/A
-6,523 Reduced 14.69%
37,896 $666,000
Q3 2017

Nov 14, 2017

BUY
N/A
187 Added 0.42%
44,419 $1.09 Million
Q2 2017

Aug 10, 2017

BUY
N/A
44,232
44,232 $1.21 Million
Track This Portfolio

Track Omnia Family Wealth, LLC Portfolio

Follow Omnia Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Omnia Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Omnia Family Wealth, LLC with notifications on news.