OMNI 360 Wealth »

Ishares Tr msci usavalfct shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by OMNI 360 Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usavalfct by OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $957k 8.8k 109.04
2024-06-30 $892k 8.6k 103.46
2024-03-31 $879k 8.1k 108.31
2023-12-31 $688k 6.8k 101.16

More positions owned by OMNI 360 Wealth

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 Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
BlackRock
Franklin Resources
Wharton Business Group
M^T Bank Corporation
HPM Partners
Life Line Wealth Management
LPL Financial
UBS Group
Pnc Financial Services

View all funds holding Ishares Tr msci usavalfct