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 366 shares of OMFS stock, worth $15,544. This represents 0.0% of its overall portfolio holdings.

Number of Shares
366
Previous 383 4.44%
Holding current value
$15,544
Previous $15,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2025
SELL
$39.64 - $44.73 $673 - $760
-17 Reduced 4.44%
366 $16,000
Q2 2025

Jul 25, 2025
SELL
$33.88 - $40.17 $609 - $723
-18 Reduced 4.49%
383 $15,000
Q1 2025

May 02, 2025
SELL
$36.43 - $41.61 $7,030 - $8,030
-193 Reduced 32.49%
401 $15,000
Q4 2024

Jan 23, 2025
SELL
$38.83 - $43.9 $12,464 - $14,091
-321 Reduced 35.08%
594 $23,000
Q1 2024

Apr 30, 2024
BUY
$35.5 - $38.56 $32,482 - $35,282
915 New
915 $34,000

Others Institutions Holding OMFS

# of Institutions
75
Shares Held
5.95M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED SELF-I

OMFS Quotes by TradingView
  • Ticker OMFS
  • Sector ETFs
  • Industry ETFs
More about OMFS
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