Triad Wealth Partners, LLC Invesco Exchange Traded Self I Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 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 241,771 shares of OMFL stock, worth $12.8 Million. This represents 6.65% of its overall portfolio holdings.
Number of Shares
241,771
Previous 204,361
18.31%
Holding current value
$12.8 Million
Previous $11.3 Billion
12.44%
% of portfolio
6.65%
Previous 8.66%
Shares
2 transactions
Others Institutions Holding OMFL
# of Institutions
298Shares Held
99MCall Options Held
0Put Options Held
100-
Invesco Ltd. Atlanta, GA21.9MShares$1.16 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.21MShares$328 Million0.17% of portfolio
-
Morgan Stanley New York, NY5.95MShares$314 Million0.02% of portfolio
-
Arizona Psprs Trust Phoenix, AZ5.36MShares$283 Million18.36% of portfolio
-
Balentine LLC Atlanta, GA4.7MShares$248 Million11.22% of portfolio