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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,328 shares of OMFL stock, worth $615,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,328
Previous 13,478 23.37%
Holding current value
$615,548
Previous $718,000 16.99%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$48.43 - $57.78 $152,554 - $182,007
-3,150 Reduced 23.37%
10,328 $596,000
Q1 2025

May 15, 2025
SELL
$52.19 - $57.45 $423,052 - $465,689
-8,106 Reduced 37.56%
13,478 $718,000
Q4 2024

Feb 13, 2025
BUY
$52.49 - $56.58 $1.13 Million - $1.22 Million
21,584 New
21,584 $1.17 Million
Q2 2024

Aug 19, 2024
BUY
$51.23 - $54.89 $134,017 - $143,592
2,616 New
2,616 $137,000

Others Institutions Holding OMFL

# of Institutions
274
Shares Held
72.3M
Call Options Held
0
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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