Kestra Private Wealth Services, LLC Invesco Exchange Traded Self I Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 12,214 shares of OMFL stock, worth $651,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,214
Previous 16,466 25.82%
Holding current value
$651,250
Previous $872,000 24.08%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$52.49 - $56.58 $223,187 - $240,578
-4,252 Reduced 25.82%
12,214 $662,000
Q3 2024

Nov 13, 2024
BUY
$47.65 - $52.99 $496,703 - $552,367
10,424 Added 172.53%
16,466 $872,000
Q2 2024

Aug 12, 2024
BUY
$51.23 - $54.89 $5,379 - $5,763
105 Added 1.77%
6,042 $317,000
Q1 2024

May 02, 2024
BUY
$48.96 - $55.23 $636 - $717
13 Added 0.22%
5,937 $327,000
Q4 2023

Feb 05, 2024
BUY
$43.21 - $51.71 $10,111 - $12,100
234 Added 4.11%
5,924 $304,000
Q3 2023

Nov 07, 2023
BUY
$45.36 - $50.6 $258,098 - $287,914
5,690 New
5,690 $260,000

Others Institutions Holding OMFL

# of Institutions
292
Shares Held
82.7M
Call Options Held
143K
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 Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email