Number of Shares
219,670.00
Current Holdings Value*
$12.69 Mil
% of Portfolio
7.78%
Total Estimate Gain
$2.51 Mil
% of Total Estimate Gain
21.25%

Financial Designs Corp's Invesco Russell 1000 Dynamic Multifactor ETF Holding Summary

As of 2025-06-30, Financial Designs Corp held 219,670.00 shares of Invesco Russell 1000 Dynamic Multifactor ETF(OMFL), totaling $12.69 Mil. This investment constitutes 7.78% of their stock portfolio, and Financial Designs Corp now holds 0.26% of the outstanding Invesco Russell 1000 Dynamic Multifactor ETF(OMFL) stock.

The initial trade took place in 2023Q4. And since then Financial Designs Corp has made 2 purchases of OMFL, at an average price of $47.33, for a total of 249,479.00 shares. In addition, there have been 5 sales at an average price of $53.96 for 29,809.00 shares. Based on historical transaction data and OMFL's current price of $57.86, Financial Designs Corp's estimated gain on his OMFL holdings is $2.51 Mil, reflecting a 21.25% gain to date.

Financial Designs Corp OMFL ($57.86) Holding Chart

Financial Designs Corp OMFL ($57.86) 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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