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Omni shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Omni (OMC) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Omni

Tip: Access up to 7 years of quarterly data

All positions including Omni held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Omni by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 121 96.76
2023-12-31 $9.9k 121 81.57
2023-09-30 $9.0k 121 74.49
2023-06-30 $12k 121 95.16
2023-03-31 $15k 163 94.34
2022-12-31 $9.9k 121 81.57
2022-06-30 $891 14 63.64

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Omni

Vanguard Group
BlackRock
Fil
Geode Capital Management
Charles Schwab Investment Management
Massachusetts Financial Services
Beutel, Goodman & Company
Wellington Management Company
Robeco Investment Management
Citadel Advisors
First Trust Advisors
Goldman Sachs Group
Lazard Asset Management
Bank of New York Mellon
Baird Financial

View all funds holding Omni