Back to STT-PG
OMNI 360 Wealth, Inc. → STT-PG
OMNI 360 Wealth, Inc. STT-PG Position History
State Street Corporation
Quarters held
58
Latest value
$1.4M
Q3 2026
Peak value
$18.5M
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $311K |
| Q4 2023 | $914K |
| Q4 2023 | $364K |
| Q4 2023 | $9.6M |
| Q4 2023 | $361K |
| Q1 2024 | $341K |
| Q1 2024 | $642K |
| Q1 2024 | $406K |
| Q1 2024 | $11.1M |
| Q1 2024 | $465K |
| Q2 2024 | $335K |
| Q2 2024 | $427K |
| Q2 2024 | $425K |
| Q2 2024 | $11M |
| Q2 2024 | $458K |
| Q3 2024 | $324K |
| Q3 2024 | $303K |
| Q3 2024 | $308K |
| Q3 2024 | $11.5M |
| Q3 2024 | $441K |
| Q3 2024 | $217K |
| Q4 2024 | $294K |
| Q4 2024 | $287K |
| Q4 2024 | $308K |
| Q4 2024 | $11.7M |
| Q4 2024 | $363K |
| Q1 2025 | $316K |
| Q1 2025 | $259K |
| Q1 2025 | $290K |
| Q1 2025 | $11.6M |
| Q1 2025 | $403K |
| Q2 2025 | $339K |
| Q2 2025 | $262K |
| Q2 2025 | $321K |
| Q2 2025 | $12.4M |
| Q2 2025 | $534K |
| Q3 2025 | $354K |
| Q3 2025 | $266K |
| Q3 2025 | $367K |
| Q3 2025 | $13.6M |
| Q3 2025 | $603K |
| Q4 2025 | $387K |
| Q4 2025 | $292K |
| Q4 2025 | $309K |
| Q4 2025 | $13.9M |
| Q4 2025 | $1M |
| Q1 2026 | $385K |
| Q1 2026 | $296K |
| Q1 2026 | $13.5M |
| Q1 2026 | $1M |
| Q2 2026 | $427K |
| Q2 2026 | $330K |
| Q2 2026 | $17.4M |
| Q2 2026 | $1.2M |
| Q3 2026 | $417K |
| Q3 2026 | $334K |
| Q3 2026 | $18.5M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 8.5K | — | — |
| Q3 2026 | $18.5M | 205.6K | — | — |
| Q3 2026 | $334K | 3.6K | — | — |
| Q3 2026 | $417K | 8.3K | — | — |
| Q2 2026 | $1.2M | 7.6K | — | — |
| Q2 2026 | $17.4M | 198.1K | — | — |
| Q2 2026 | $330K | 3.6K | — | — |
| Q2 2026 | $427K | 8.5K | — | — |
| Q1 2026 | $1M | 6.9K | — | — |
| Q1 2026 | $13.5M | 176.5K | — | — |
| Q1 2026 | $296K | 3.7K | — | — |
| Q1 2026 | $385K | 8.4K | — | — |
| Q4 2025 | $1M | 6.6K | — | — |
| Q4 2025 | $13.9M | 170.7K | — | — |
| Q4 2025 | $309K | 3.7K | — | — |
| Q4 2025 | $292K | 11.3K | — | — |
| Q4 2025 | $387K | 8.4K | — | — |
| Q3 2025 | $603K | 4.3K | — | — |
| Q3 2025 | $13.6M | 174.1K | — | — |
| Q3 2025 | $367K | 4.5K | — | — |
| Q3 2025 | $266K | 10.3K | — | — |
| Q3 2025 | $354K | 8.3K | — | — |
| Q2 2025 | $534K | 4.0K | — | — |
| Q2 2025 | $12.4M | 170.5K | — | — |
| Q2 2025 | $321K | 4.3K | — | — |
| Q2 2025 | $262K | 10.2K | — | — |
| Q2 2025 | $339K | 8.4K | — | — |
| Q1 2025 | $403K | 2.8K | — | — |
| Q1 2025 | $11.6M | 176.1K | — | — |
| Q1 2025 | $290K | 4.3K | — | — |
| Q1 2025 | $259K | 10.2K | — | — |
| Q1 2025 | $316K | 8.7K | — | — |
| Q4 2024 | $363K | 4.2K | — | — |
| Q4 2024 | $11.7M | 169.3K | — | — |
| Q4 2024 | $308K | 4.3K | — | — |
| Q4 2024 | $287K | 11.5K | — | — |
| Q4 2024 | $294K | 8.6K | — | — |
| Q3 2024 | $217K | 962 | — | — |
| Q3 2024 | $441K | 5.0K | — | — |
| Q3 2024 | $11.5M | 170.7K | — | — |
| Q3 2024 | $308K | 4.4K | — | — |
| Q3 2024 | $303K | 11.6K | — | — |
| Q3 2024 | $324K | 8.6K | — | — |
| Q2 2024 | $458K | 5.0K | — | — |
| Q2 2024 | $11M | 171.8K | — | — |
| Q2 2024 | $425K | 6.4K | — | — |
| Q2 2024 | $427K | 17.0K | — | — |
| Q2 2024 | $335K | 9.5K | — | — |
| Q1 2024 | $465K | 4.9K | — | — |
| Q1 2024 | $11.1M | 180.8K | — | — |
| Q1 2024 | $406K | 6.3K | — | — |
| Q1 2024 | $642K | 25.4K | — | — |
| Q1 2024 | $341K | 9.5K | — | — |
| Q4 2023 | $361K | 4.3K | — | — |
| Q4 2023 | $9.6M | 171.5K | — | — |
| Q4 2023 | $364K | 6.2K | — | — |
| Q4 2023 | $914K | 35.7K | — | — |
| Q4 2023 | $311K | 9.2K | — | — |