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

Lwm Advisory Services, LLC

$145 Million
Q1 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 222,198 shares of OMFL stock, worth $11.4 Million. This represents 8.47% of its overall portfolio holdings.

Number of Shares

222,198

Previous 449,371 50.55%

Holding current value

$11.4 Million

Previous $23.1 Million 46.88%

% of portfolio

8.47%

Previous 20.71%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

270

Shares Held

98.7M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED SELF-I

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