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Omni shares owned by Unique Wealth Strategies

Quarter-by-quarter ownership of Omni (OMC) shares owned by Unique Wealth Strategies from 13F filings

Historical chart of Unique Wealth Strategies investment in Omni

Tip: Access up to 7 years of quarterly data

All positions including Omni held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Omni by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $744k 7.7k 96.76
2023-12-31 $540k 6.2k 86.51

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

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