Burt Wealth Advisors Invesco Exchange Traded Self I Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Burt Wealth Advisors holds 357,687 shares of OMFL stock, worth $20.3 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares

357,687

Previous 362,849 1.42%

Holding current value

$20.3 Million

Previous $19 Million 0.48%

% of portfolio

4.75%

Previous 5.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$47.65 - $52.99 $245,969 - $273,534	-5,162 Reduced 1.42%	357,687 $19 Million
Q2 2024 Jul 16, 2024	SELL	$51.23 - $54.89 $1.59 Million - $1.71 Million	-31,096 Reduced 7.89%	362,849 $19 Million
Q1 2024 Apr 18, 2024	BUY	$48.96 - $55.23 $1.84 Million - $2.07 Million	37,505 Added 10.52%	393,945 $21.8 Million
Q4 2023 Feb 01, 2024	SELL	$43.21 - $51.71 $1.74 Million - $2.09 Million	-40,336 Reduced 10.17%	356,440 $18.3 Million
Q3 2023 Oct 11, 2023	BUY	$45.36 - $50.6 $339,247 - $378,437	7,479 Added 1.92%	396,776 $18.2 Million
Q2 2023 Jul 18, 2023	BUY	$46.4 - $48.98 $18.1 Million - $19.1 Million	389,297 New	389,297 $19.1 Million

Others Institutions Holding OMFL

# of Institutions

285

Shares Held

86.1M

Call Options Held

149K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED SELF-I

Ticker OMFL
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Invesco Exchange Traded Self I Transaction History