OMNI 360 Wealth, Inc.
Q4 2023 13F Holdings
Location
Plainsboro, NJ
Holdings as of
12/31/2023
Value ($000)
$107,096
Num holdings
96
Date filed
10/27/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
Next filing
10/27/2025
SEC
View on sec.gov
Compare Q4 2023 to
2025 Q3
2025 Q2 - RESTATEMENT
2025 Q1 - RESTATEMENT
2024 Q4 - RESTATEMENT
2024 Q3 - RESTATEMENT
2024 Q2 - RESTATEMENT
2024 Q1 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type