Omni shares owned by Advisor OS
Historical chart of Advisor OS investment in Omni
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Quarterly reported holdings in Omni by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $290k | 3.4k | 86.54 |
| 2023-09-30 | $257k | 3.4k | 74.48 |
| 2023-06-30 | $1.3M | 14k | 95.15 |
| 2023-03-31 | $2.0M | 22k | 94.36 |
| 2022-12-31 | $1.8M | 22k | 81.57 |
| 2022-09-30 | $821k | 13k | 63.06 |
| 2022-06-30 | $914k | 15k | 62.50 |
| 2022-03-31 | $614k | 7.2k | 84.97 |
| 2021-12-31 | $380k | 5.2k | 73.10 |
| 2021-09-30 | $340k | 4.5k | 75.00 |
| 2021-06-30 | $308k | 3.9k | 79.72 |