Perigon Wealth Management, LLC Invesco Exchange Traded Self I Transaction History

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,083 shares of OMFL stock, worth $481,746. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,083
Previous 8,575 5.74%
Holding current value
$481,746
Previous $516,000 6.78%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$59.09 - $61.05 $29,072 - $30,036
-492 Reduced 5.74%
8,083 $481,000
Q3 2025

Oct 17, 2025
BUY
$57.41 - $60.45 $34,790 - $36,632
606 Added 7.6%
8,575 $516,000
Q2 2025

Jul 15, 2025
BUY
$48.43 - $57.78 $145 - $173
3 Added 0.04%
7,969 $460,000
Q1 2025

Apr 23, 2025
SELL
$52.19 - $57.45 $12,316 - $13,558
-236 Reduced 2.88%
7,966 $424,000
Q4 2024

Jan 22, 2025
SELL
$52.49 - $56.58 $34,905 - $37,625
-665 Reduced 7.5%
8,202 $444,000
Q3 2024

Oct 16, 2024
SELL
$47.65 - $52.99 $299,337 - $332,883
-6,282 Reduced 41.47%
8,867 $469,000
Q2 2024

Aug 02, 2024
BUY
$51.23 - $54.89 $464,092 - $497,248
9,059 Added 148.75%
15,149 $795,000
Q1 2024

Apr 29, 2024
SELL
$48.96 - $55.23 $4,896 - $5,523
-100 Reduced 1.62%
6,090 $336,000
Q4 2023

Jan 29, 2024
SELL
$43.21 - $51.71 $23,895 - $28,595
-553 Reduced 8.2%
6,190 $318,000
Q2 2023

Aug 02, 2023
BUY
$46.4 - $48.98 $312,875 - $330,272
6,743 New
6,743 $330,000

Others Institutions Holding OMFL

# of Institutions
273
Shares Held
71.8M
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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