Concord Wealth Partners Invesco Exchange Traded Self I Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

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 5,112 shares of OMFL stock, worth $276,354. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,112
Previous 3,683 38.8%
Holding current value
$276,354
Previous $193,000 39.9%
% of portfolio
0.05%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
283
Shares Held
86.8M
Call Options Held
149K
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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email