Rooted Wealth Advisors, Inc. Invesco Exchange Traded Self I Transaction History
Rooted Wealth Advisors, Inc.
- $256 Million
- Q4 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 83,039 shares of OMFL stock, worth $4.65 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
83,039
Previous 286,656
71.03%
Holding current value
$4.65 Million
Previous $15 Million
69.99%
% of portfolio
1.77%
Previous 6.71%
Shares
8 transactions
Others Institutions Holding OMFL
# of Institutions
289Shares Held
82.8MCall Options Held
143KPut Options Held
0-
Invesco Ltd. Atlanta, GA21.8MShares$1.22 Billion0.23% of portfolio
-
Balentine LLC Atlanta, GA5.69MShares$319 Million13.39% of portfolio
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Arizona Psprs Trust Phoenix, AZ5.38MShares$302 Million9.41% of portfolio
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Morgan Stanley New York, NY5.16MShares$289 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.53MShares$198 Million0.08% of portfolio