Kingswood Wealth Advisors, LLC Invesco Exchange Traded Self I Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,022 shares of OMFL stock, worth $213,688. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,022

Previous 4,604 12.64%

Holding current value

$213,688

Previous $244 Million 10.57%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$52.49 - $56.58 $30,549 - $32,929	-582 Reduced 12.64%	4,022 $218 Million
Q3 2024 Oct 21, 2024	SELL	$47.65 - $52.99 $363,378 - $404,101	-7,626 Reduced 62.35%	4,604 $244 Million
Q2 2024 Jul 09, 2024	SELL	$51.23 - $54.89 $91,291 - $97,813	-1,782 Reduced 12.72%	12,230 $642 Million
Q1 2024 Apr 15, 2024	SELL	$48.96 - $55.23 $89,988 - $101,512	-1,838 Reduced 11.6%	14,012 $774 Million
Q4 2023 Jan 16, 2024	BUY	$43.21 - $51.71 $108,932 - $130,360	2,521 Added 18.91%	15,850 $815 Million
Q3 2023 Oct 23, 2023	BUY	$45.36 - $50.6 $604,603 - $674,447	13,329 New	13,329 $611 Million

Others Institutions Holding OMFL

# of Institutions

291

Shares Held

82.8M

Call Options Held

143K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED SELF-I

Ticker OMFL
Sector ETFs
Industry ETFs

More about OMFL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Invesco Exchange Traded Self I Transaction History