A detailed history of Steward Partners Investment Solutions, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 7,412 shares of PFM stock, worth $353,181. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,412
Previous 7,216 2.72%
Holding current value
$353,181
Previous $288 Million 9.62%
% of portfolio
0.05%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$39.51 - $42.57 $7,743 - $8,343
196 Added 2.72%
7,412 $316 Million
Q4 2023

Feb 13, 2024

BUY
$35.25 - $39.92 $254,364 - $288,062
7,216 New
7,216 $288 Million

Others Institutions Holding PFM

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
Track This Portfolio

Track Steward Partners Investment Solutions, LLC Portfolio

Follow Steward Partners Investment Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Solutions, LLC with notifications on news.