Omni shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Omni
Tip: Access up to 7 years of quarterly data
All positions including Omni held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Omni by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 290k | 81.53 |
| 2025-06-30 | $19M | 270k | 71.93 |
| 2025-03-31 | $19M | 225k | 82.91 |
| 2024-12-31 | $17M | 199k | 86.04 |
| 2024-09-30 | $19M | 183k | 103.39 |
| 2024-06-30 | $16M | 179k | 89.70 |
| 2024-03-31 | $16M | 166k | 96.77 |
| 2023-12-31 | $18M | 194k | 90.89 |
| 2023-09-30 | $16M | 214k | 74.48 |
| 2023-06-30 | $21M | 218k | 95.15 |
| 2023-03-31 | $26M | 270k | 94.34 |
| 2022-12-31 | $20M | 243k | 81.57 |
| 2022-09-30 | $13M | 199k | 63.09 |
| 2022-06-30 | $290k | 4.6k | 63.72 |
| 2022-03-31 | $432k | 5.1k | 84.86 |
| 2021-12-31 | $392k | 5.3k | 73.33 |
| 2021-09-30 | $350k | 4.8k | 72.40 |
| 2021-06-30 | $431k | 5.4k | 80.05 |
| 2020-06-30 | $239k | 4.4k | 54.62 |
| 2020-03-31 | $989k | 18k | 54.89 |
| 2019-12-31 | $1.2M | 15k | 81.00 |
| 2019-09-30 | $1.1M | 14k | 78.27 |
| 2019-06-30 | $1.2M | 14k | 81.98 |
| 2019-03-31 | $420k | 5.8k | 73.02 |
| 2017-09-30 | $658k | 8.9k | 74.09 |
| 2017-06-30 | $724k | 8.7k | 82.90 |