Concord Wealth Partners Invesco Exchange Traded Self I Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Concord Wealth Partners holds 2,378 shares of OMFL stock, worth $141,728. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,378
Previous 3,915 39.26%
Holding current value
$141,728
Previous $226,000 36.73%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$57.41 - $60.45 $88,239 - $92,911
-1,537 Reduced 39.26%
2,378 $143,000
Q2 2025

Jul 25, 2025
BUY
$48.43 - $57.78 $2,034 - $2,426
42 Added 1.08%
3,915 $226,000
Q1 2025

May 02, 2025
SELL
$52.19 - $57.45 $52,085 - $57,335
-998 Reduced 20.49%
3,873 $206,000
Q4 2024

Jan 23, 2025
SELL
$52.49 - $56.58 $12,650 - $13,635
-241 Reduced 4.71%
4,871 $264,000
Q3 2024

Oct 24, 2024
BUY
$47.65 - $52.99 $68,091 - $75,722
1,429 Added 38.8%
5,112 $270,000
Q1 2024

Apr 30, 2024
BUY
$48.96 - $55.23 $180,319 - $203,412
3,683 New
3,683 $203,000

Others Institutions Holding OMFL

# of Institutions
273
Shares Held
72.4M
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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