AJ WEALTH STRATEGIES, LLC OMFL Holdings History
AJ WEALTH STRATEGIES, LLC's Invesco Russell 1000 Dynamic Multifactor ETF Holding Summary
As of 2023-06-30, AJ WEALTH STRATEGIES, LLC held 1.51 Mil shares of Invesco Russell 1000 Dynamic Multifactor ETF(OMFL), totaling $73.73 Mil. This investment constitutes 3.56% of their stock portfolio, and AJ WEALTH STRATEGIES, LLC now holds 2.29% of the outstanding Invesco Russell 1000 Dynamic Multifactor ETF(OMFL) stock.
The initial trade took place in 2022Q2. And since then AJ WEALTH STRATEGIES, LLC has made 2 purchases of OMFL, at an average price of $44.33, for a total of 4.99 Mil shares. In addition, there have been 3 sales at an average price of $42.61 for 3.49 Mil shares. Based on historical transaction data and OMFL's current price of $57.73, AJ WEALTH STRATEGIES, LLC's estimated gain on his OMFL holdings is $14.17 Mil, reflecting a 6.40% gain to date.
AJ WEALTH STRATEGIES, LLC OMFL ($57.73) Holding Chart
AJ WEALTH STRATEGIES, LLC OMFL ($57.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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