Waldron Private Wealth LLC OMFL Holdings History
Waldron Private Wealth LLC's Invesco Russell 1000 Dynamic Multifactor ETF Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 980,582.00 shares of Invesco Russell 1000 Dynamic Multifactor ETF(OMFL), totaling $52.27 Mil. This investment constitutes 2.47% of their stock portfolio, and Waldron Private Wealth LLC now holds 1.15% of the outstanding Invesco Russell 1000 Dynamic Multifactor ETF(OMFL) stock.
The initial trade took place in 2022Q3. And since then Waldron Private Wealth LLC has made 6 purchases of OMFL, at an average price of $44.04, for a total of 1.09 Mil shares. In addition, there have been 4 sales at an average price of $52.17 for 109,383.00 shares. Based on historical transaction data and OMFL's current price of $58.21, Waldron Private Wealth LLC's estimated gain on his OMFL holdings is $14.78 Mil, reflecting a 30.80% gain to date.
Waldron Private Wealth LLC OMFL ($58.21) Holding Chart
Waldron Private Wealth LLC 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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