Proactive Wealth Strategies LLC Invesco Exchange Traded Self I Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 33,862 shares of OMFS stock, worth $1.25 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
33,862
Previous 34,195 0.97%
Holding current value
$1.25 Million
Previous $1.35 Million 4.95%
% of portfolio
0.69%
Previous 0.7%

Shares

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

Apr 23, 2025
SELL
$36.43 - $41.61 $12,131 - $13,856
-333 Reduced 0.97%
33,862 $1.29 Million
Q4 2024

Jan 31, 2025
SELL
$38.83 - $43.9 $8,309 - $9,394
-214 Reduced 0.62%
34,195 $1.35 Million
Q3 2024

Nov 04, 2024
BUY
$35.01 - $39.74 $1.2 Million - $1.37 Million
34,409 New
34,409 $1.36 Million

Others Institutions Holding OMFS

# of Institutions
67
Shares Held
6.16M
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
Track This Portfolio

Track Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email