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Walt Disney Company shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by OMNI 360 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 2.4k 96.20
2024-03-31 $203k 1.7k 122.38

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Core Msci Emkt (IEMG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for OMNI 360 Wealth

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Citadel Advisors
Amundi
Susquehanna International
Jennison Associates
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Walt Disney Company