Concourse Financial Group Securities, Inc. Invesco Exchange Traded Self I Transaction History

Concourse Financial Group Securities, Inc.

$0
Q1 2025

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$36.43 - $41.61 $45,501 - $51,970	-1,249 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$37.4 - $41.74 $46,712 - $52,133	1,249 New	1,249 $50,000
Q2 2021 Aug 13, 2021	BUY	$38.01 - $42.22 $0 - $0	0 New	0 $0
Q1 2021 May 13, 2021	BUY	$32.51 - $41.69 $0 - $0	0 New	0 $0
Q4 2020 Feb 02, 2021	BUY	$24.05 - $33.12 $0 - $0	0 New	0 $0
Q3 2020 Nov 13, 2020	BUY	$20.99 - $25.66 $0 - $0	0 New	0 $0
Q2 2020 Aug 13, 2020	BUY	$17.96 - $25.8 $0 - $0	0 New	0 $0
Q1 2020 May 13, 2020	BUY	$16.66 - $29.07 $0 - $0	0 New	0 $0
Q4 2019 Feb 14, 2020	BUY	$25.83 - $29.24 $0 - $0	0 New	0 $0
Q3 2019 Nov 13, 2019	BUY	$25.11 - $28.3 $0 - $0	0 New	0 $0
Q2 2019 Aug 13, 2019	BUY	$25.39 - $27.37 $0 - $0	0 New	0 $0

Others Institutions Holding OMFS

# of Institutions

Shares Held

6.19M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

1.68M
Shares

$66.4 Million
0.01% of portfolio
Pfs Investments Inc. Duluth, GA

867K
Shares

$34.4 Million
0.51% of portfolio
Solano Wealth Management, Inc. Fairfield, CA

554K
Shares

$21.9 Million
11.01% of portfolio
Lpl Financial LLC Fort Mill, SC

530K
Shares

$21 Million
0.01% of portfolio
First Command Advisory Services, Inc.

448K
Shares

$17.7 Million
0.16% of portfolio

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