Assetmark, Inc Invesco Exchange Traded Fd Tr Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Assetmark, Inc holds 111 shares of PFM stock, worth $5,607. This represents 0.0% of its overall portfolio holdings.

Number of Shares

111

Holding current value

$5,607

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$41.05 - $48.17 $4,556 - $5,346	111 New	111 $5,000
Q3 2022 Nov 01, 2022	BUY	$32.34 - $38.01 $549 - $646	17 New	17 $1,000

Others Institutions Holding PFM

# of Institutions

144

Shares Held

9.14M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$99.4 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

846K
Shares

$42.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

722K
Shares

$36.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

465K
Shares

$23.5 Million
0.03% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

427K
Shares

$21.6 Million
0.51% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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