Baystate Wealth Management LLC OMFL Holdings History
Baystate Wealth Management LLC's Invesco Russell 1000 Dynamic Multifactor ETF Holding Summary
As of 2023-12-31, Baystate Wealth Management LLC held 1.21 Mil shares of Invesco Russell 1000 Dynamic Multifactor ETF(OMFL), totaling $62.32 Mil. This investment constitutes 4.57% of their stock portfolio, and Baystate Wealth Management LLC now holds 1.85% of the outstanding Invesco Russell 1000 Dynamic Multifactor ETF(OMFL) stock.
The initial trade took place in 2023Q2. And since then Baystate Wealth Management LLC has made 3 purchases of OMFL, at an average price of $47.33, for a total of 1.21 Mil shares. Based on historical transaction data and OMFL's current price of $57.80, Baystate Wealth Management LLC's estimated gain on his OMFL holdings is $12.69 Mil, reflecting a 22.11% gain to date.
Baystate Wealth Management LLC OMFL ($57.80) Holding Chart
Baystate Wealth Management LLC OMFL ($57.80) 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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