Daner Wealth Management, LLC Invesco Exchange Traded Self I Transaction History
Daner Wealth Management, LLC
- $150 Million
- Q3 2025
A detailed history of Daner Wealth Management, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Daner Wealth Management, LLC holds 243,899 shares of OMFL stock, worth $14.5 Million. This represents 9.8% of its overall portfolio holdings.
Number of Shares
243,899
Previous 244,574
0.28%
Holding current value
$14.5 Million
Previous $14.5 Billion
99.9%
% of portfolio
9.8%
Previous 9.99%
Shares
3 transactions
Others Institutions Holding OMFL
# of Institutions
274Shares Held
72.3MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA19.9MShares$1.19 Billion0.2% of portfolio
-
Balentine LLC Atlanta, GA5.55MShares$331 Million13.4% of portfolio
-
Arizona Psprs Trust Phoenix, AZ5.41MShares$323 Million11.3% of portfolio
-
Morgan Stanley New York, NY4.86MShares$290 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$161 Million0.05% of portfolio