Defined Wealth Management, LLC Invesco Exchange Traded Self I Transaction History
Defined Wealth Management, LLC
- $135 Million
- Q1 2024
A detailed history of Defined Wealth Management, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Defined Wealth Management, LLC holds 39,577 shares of OMFL stock, worth $2.04 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
39,577
Previous 39,642
0.16%
Holding current value
$2.04 Million
Previous $2.04 Million
7.27%
% of portfolio
1.61%
Previous 1.56%
Shares
5 transactions
Others Institutions Holding OMFL
# of Institutions
272Shares Held
98.7MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA21.8MShares$1.12 Billion0.27% of portfolio
-
Balentine LLC Atlanta, GA7.63MShares$392 Million12.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.59MShares$339 Million0.2% of portfolio
-
Morgan Stanley New York, NY6.27MShares$323 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.68MShares$138 Million0.01% of portfolio