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 $226,398. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,022

Previous 4,604 12.64%

Holding current value

$226,398

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

281

Shares Held

86.4M

Call Options Held

149K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED SELF-I

Ticker OMFL
Sector ETFs
Industry ETFs

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