Perigon Wealth Management, LLC Invesco Exchange Traded Self I Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,867 shares of OMFL stock, worth $477,842. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,867
Previous 15,149 41.47%
Holding current value
$477,842
Previous $795,000 41.01%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$47.65 - $52.99 $299,337 - $332,883
-6,282 Reduced 41.47%
8,867 $469,000
Q2 2024

Aug 02, 2024
BUY
$51.23 - $54.89 $464,092 - $497,248
9,059 Added 148.75%
15,149 $795,000
Q1 2024

Apr 29, 2024
SELL
$48.96 - $55.23 $4,896 - $5,523
-100 Reduced 1.62%
6,090 $336,000
Q4 2023

Jan 29, 2024
SELL
$43.21 - $51.71 $23,895 - $28,595
-553 Reduced 8.2%
6,190 $318,000
Q2 2023

Aug 02, 2023
BUY
$46.4 - $48.98 $312,875 - $330,272
6,743 New
6,743 $330,000

Others Institutions Holding OMFL

# of Institutions
283
Shares Held
86.8M
Call Options Held
149K
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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