Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: OMNI 360 Wealth Inc.
  City: Plainsboro
  State: NJ
  Zip: 08536-1615
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $123,051,000
  Total Value Change : $15,688,000
  Securities Held Change : 13
   
All Securities Held : 109
  New Positions : 14
  Closed Positions : 1
  Increased Positions : 57
  Unchanged Positions : 4
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 1     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 108 Closed $70.09 $0 0 0% -443,000 -6,672 0    Closed - End Fund - E...
      1 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us