Kingswood Wealth Advisors, LLC Invesco Exchange Traded Self I Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,604 shares of OMFL stock, worth $253,173. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,604
Previous 12,230
62.35%
Holding current value
$253,173
Previous $642 Million
62.0%
% of portfolio
0.02%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding OMFL
# of Institutions
284Shares Held
86.9MCall Options Held
149KPut Options Held
0-
Invesco Ltd. Atlanta, GA22.5MShares$1.24 Billion0.24% of portfolio
-
Balentine LLC Atlanta, GA5.67MShares$312 Million11.83% of portfolio
-
Arizona Psprs Trust Phoenix, AZ5.37MShares$295 Million11.31% of portfolio
-
Morgan Stanley New York, NY5.01MShares$275 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.69MShares$258 Million0.11% of portfolio