Triad Wealth Partners, LLC Invesco Exchange Traded Self I Transaction History

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 64,121 shares of OMFL stock, worth $3.5 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
64,121
Previous 244,610 73.79%
Holding current value
$3.5 Million
Previous $13 Billion 73.17%
% of portfolio
1.26%
Previous 6.89%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$52.49 - $56.58 $9.47 Million - $10.2 Million
-180,489 Reduced 73.79%
64,121 $3.48 Billion
Q3 2024

Oct 21, 2024
BUY
$47.65 - $52.99 $135,278 - $150,438
2,839 Added 1.17%
244,610 $13 Billion
Q2 2024

Jul 18, 2024
BUY
$51.23 - $54.89 $1.92 Million - $2.05 Million
37,410 Added 18.31%
241,771 $12.7 Billion
Q1 2024

Apr 23, 2024
BUY
$48.96 - $55.23 $10 Million - $11.3 Million
204,361 New
204,361 $11.3 Billion

Others Institutions Holding OMFL

# of Institutions
291
Shares Held
82.8M
Call Options Held
143K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED SELF-I

OMFL Quotes by TradingView
  • Ticker OMFL
  • Sector ETFs
  • Industry ETFs
More about OMFL
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