Lwm Advisory Services, LLC Invesco Exchange Traded Self I Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q4 2024

A detailed history of Lwm Advisory Services, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 4,891 shares of OMFL stock, worth $272,771. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,891
Previous 6,817 28.25%
Holding current value
$272,771
Previous $361,000 26.59%
% of portfolio
0.19%
Previous 0.28%

Shares

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

Feb 03, 2025
SELL
$52.49 - $56.58 $101,095 - $108,973
-1,926 Reduced 28.25%
4,891 $265,000
Q3 2024

Nov 13, 2024
SELL
$47.65 - $52.99 $9.86 Million - $11 Million
-206,959 Reduced 96.81%
6,817 $361,000
Q2 2024

Aug 08, 2024
SELL
$51.23 - $54.89 $431,459 - $462,283
-8,422 Reduced 3.79%
213,776 $11.2 Million
Q1 2024

May 09, 2024
SELL
$48.96 - $55.23 $11.1 Million - $12.5 Million
-227,173 Reduced 50.55%
222,198 $12.3 Million
Q4 2023

Feb 05, 2024
BUY
$43.21 - $51.71 $2.4 Million - $2.87 Million
55,483 Added 14.09%
449,371 $23.1 Million
Q3 2023

Nov 02, 2023
BUY
$45.36 - $50.6 $97,614 - $108,891
2,152 Added 0.55%
393,888 $18.1 Million
Q2 2023

Aug 07, 2023
BUY
$46.4 - $48.98 $3.93 Million - $4.15 Million
84,688 Added 27.58%
391,736 $19.2 Million
Q1 2023

May 02, 2023
BUY
$42.88 - $48.49 $13.2 Million - $14.9 Million
307,048 New
307,048 $14.3 Million

Others Institutions Holding OMFL

# of Institutions
289
Shares Held
82.8M
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
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