Back to OOMA
CFG Wealth Management Services, Inc. → OOMA
CFG Wealth Management Services, Inc. OOMA Position History
Ooma, Inc.
Quarters held
1
Latest value
$74K
Q3 2026
Peak value
$74K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $74K | 3.6K | — | — |
Other funds holding OOMA
$18.5M
$17.9M
$15.9M
$15.4M
$13.8M
$13.7M
Other CFG Wealth Management Services, Inc. positions
SCHW-PJ
$14.1MSCHWAB U.S. AGGREGATE BOND ETF
SCHW-PJ
$13.7MSCHWAB U.S. AGGREGATE BOND ETF
SCHW-PJ
$13.7MSCHWAB U.S. AGGREGATE BOND ETF
SCHW-PJ
$13.1MSCHWAB US AGGREGATE BONDETF
SCHW-PJ
$9.1MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$9.1MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$8.9MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$8.7MSCHWAB INTERNATIONAL EQUITY ETF