Number of Shares
553,518.00
Current Holdings Value*
$20.10 Mil
% of Portfolio
11.01%
Total Estimate Gain
$2.64 Mil
% of Total Estimate Gain
13.22%

Solano Wealth Management, Inc.'s Invesco Russell 2000 Dynamic Multifactor ETF Holding Summary

As of 2024-06-30, Solano Wealth Management, Inc. held 553,518.00 shares of Invesco Russell 2000 Dynamic Multifactor ETF(OMFS), totaling $20.10 Mil. This investment constitutes 11.01% of their stock portfolio, and Solano Wealth Management, Inc. now holds -% of the outstanding Invesco Russell 2000 Dynamic Multifactor ETF(OMFS) stock.

The initial trade took place in 2023Q1. And since then Solano Wealth Management, Inc. has made 5 purchases of OMFS, at an average price of $36.07, for a total of 553,518.00 shares. Based on historical transaction data and OMFS's current price of $40.84, Solano Wealth Management, Inc.'s estimated gain on his OMFS holdings is $2.64 Mil, reflecting a 13.22% gain to date.

Solano Wealth Management, Inc. OMFS ($40.84) Holding Chart

Solano Wealth Management, Inc. OMFS ($40.84) 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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