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

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 64,121 shares of OMFL stock, worth $3.67 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
64,121
Previous 244,610 73.79%
Holding current value
$3.67 Million
Previous $13 Billion 73.17%
% of portfolio
1.26%
Previous 6.89%

Shares

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

Feb 06, 2025
SELL
$52.49 - $56.58 $9.47 Million - $10.2 Million
-180,489 Reduced 73.79%
64,121 $3.48 Billion
Q3 2024

Oct 21, 2024
BUY
$47.65 - $52.99 $135,278 - $150,438
2,839 Added 1.17%
244,610 $13 Billion
Q2 2024

Jul 18, 2024
BUY
$51.23 - $54.89 $1.92 Million - $2.05 Million
37,410 Added 18.31%
241,771 $12.7 Billion
Q1 2024

Apr 23, 2024
BUY
$48.96 - $55.23 $10 Million - $11.3 Million
204,361 New
204,361 $11.3 Billion

Others Institutions Holding OMFL

# of Institutions
287
Shares Held
82.8M
Call Options Held
141K
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
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, 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 Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email