Org Wealth Partners, LLC Invesco Exchange Traded Self I Transaction History

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Org Wealth Partners, LLC holds 180 shares of OMFS stock, worth $6,737. This represents 0.0% of its overall portfolio holdings.

Number of Shares
180
Previous 188 4.26%
Holding current value
$6,737
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$36.43 - $41.61 $291 - $332
-8 Reduced 4.26%
180 $6,000
Q4 2024

Jan 10, 2025
SELL
$38.83 - $43.9 $220,787 - $249,615
-5,686 Reduced 96.8%
188 $7,000
Q3 2024

Oct 11, 2024
BUY
$35.01 - $39.74 $205,648 - $233,432
5,874 New
5,874 $232 Million

Others Institutions Holding OMFS

# of Institutions
66
Shares Held
6.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED SELF-I

OMFS Quotes by TradingView
  • Ticker OMFS
  • Sector ETFs
  • Industry ETFs
More about OMFS
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