Number of Shares
980,582.00
Current Holdings Value*
$52.27 Mil
% of Portfolio
2.47%
Total Estimate Gain
$14.51 Mil
% of Total Estimate Gain
30.23%

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 $57.93, Waldron Private Wealth LLC's estimated gain on his OMFL holdings is $14.51 Mil, reflecting a 30.23% gain to date.

Waldron Private Wealth LLC OMFL ($57.93) Holding Chart

Waldron Private Wealth LLC OMFL ($57.93) 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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