Burt Wealth Advisors OMFL Holdings History
Burt Wealth Advisors's Invesco Russell 1000 Dynamic Multifactor ETF Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 360,719.00 shares of Invesco Russell 1000 Dynamic Multifactor ETF(OMFL), totaling $20.84 Mil. This investment constitutes 4.77% of their stock portfolio, and Burt Wealth Advisors now holds 0.42% of the outstanding Invesco Russell 1000 Dynamic Multifactor ETF(OMFL) stock.
The initial trade took place in 2023Q2. And since then Burt Wealth Advisors has made 4 purchases of OMFL, at an average price of $47.80, for a total of 444,880.00 shares. In addition, there have been 5 sales at an average price of $50.28 for 84,161.00 shares. Based on historical transaction data and OMFL's current price of $58.21, Burt Wealth Advisors's estimated gain on his OMFL holdings is $3.96 Mil, reflecting a 18.64% gain to date.
Burt Wealth Advisors OMFL ($58.21) Holding Chart
Burt Wealth Advisors OMFL ($58.21) 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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