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Omni shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Omni (OMC) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Omni

Tip: Access up to 7 years of quarterly data

All positions including Omni held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Omni by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $279k 3.2k 86.50
2023-09-30 $240k 3.2k 74.48
2023-06-30 $291k 3.1k 95.16
2023-03-31 $287k 3.0k 94.35
2022-12-31 $228k 2.8k 81.57

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Omni

Vanguard Group
Charles Schwab Investment Management
Massachusetts Financial Services
Beutel, Goodman & Company
Wellington Management Company
Robeco Investment Management
Citadel Advisors
Goldman Sachs Group
Lazard Asset Management
Cooke & Bieler
Bank of New York Mellon
Baird Financial
Amundi
Fiduciary Management
Dimensional Fund Advisors

View all funds holding Omni