Waller Financial Planning Group, Inc Invesco Exchange Traded Self I Transaction History

Waller Financial Planning Group, Inc

$355 Million
Q1 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 496,794 shares of OMFL stock, worth $25.8 Million. This represents 7.39% of its overall portfolio holdings.

Number of Shares

496,794

Previous 552,680 10.11%

Holding current value

$25.8 Million

Previous $30 Million 12.52%

% of portfolio

7.39%

Previous 7.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$52.19 - $57.45 $2.92 Million - $3.21 Million	-55,886 Reduced 10.11%	496,794 $26.2 Million
Q4 2024 Jan 03, 2025	BUY	$52.49 - $56.58 $826,192 - $890,569	15,740 Added 2.93%	552,680 $30 Million
Q3 2024 Oct 02, 2024	BUY	$47.65 - $52.99 $762,114 - $847,522	15,994 Added 3.07%	536,940 $28.5 Million
Q2 2024 Jul 02, 2024	BUY	$51.23 - $54.89 $737,250 - $789,921	14,391 Added 2.84%	520,946 $27.3 Million
Q1 2024 Apr 02, 2024	BUY	$48.96 - $55.23 $3.45 Million - $3.89 Million	70,372 Added 16.13%	506,555 $28 Million
Q4 2023 Jan 03, 2024	BUY	$43.21 - $51.71 $111,438 - $133,360	2,579 Added 0.59%	436,183 $22.4 Million
Q3 2023 Oct 18, 2023	BUY	$45.36 - $50.6 $51,030 - $56,925	1,125 Added 0.26%	433,604 $19.9 Million
Q2 2023 Jul 05, 2023	BUY	$46.4 - $48.98 $488,452 - $515,612	10,527 Added 2.49%	432,479 $21.2 Million
Q1 2023 Apr 18, 2023	BUY	$42.88 - $48.49 $18.1 Million - $20.5 Million	421,952 New	421,952 $19.6 Million

Others Institutions Holding OMFL

# of Institutions

291

Shares Held

81.8M

Call Options Held

143K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED SELF-I

Ticker OMFL
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Waller Financial Planning Group, Inc Invesco Exchange Traded Self I Transaction History