Avantax Advisory Services, Inc. Invesco Exchange Traded Fd Tr Transaction History

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 37,538 shares of PFM stock, worth $1.75 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,538
Previous 36,242 3.58%
Holding current value
$1.75 Million
Previous $1.69 Million 2.02%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$45.72 - $48.2 $59,253 - $62,467
1,296 Added 3.58%
37,538 $1.72 Million
Q3 2024

Nov 13, 2024
BUY
$42.65 - $46.55 $13,648 - $14,896
320 Added 0.89%
36,242 $1.69 Million
Q2 2024

Aug 09, 2024
BUY
$40.49 - $43.23 $52,637 - $56,198
1,300 Added 3.75%
35,922 $1.53 Million
Q1 2024

May 08, 2024
BUY
$39.51 - $42.57 $213,274 - $229,792
5,398 Added 18.47%
34,622 $1.47 Million
Q4 2023

Feb 07, 2024
SELL
$35.25 - $39.92 $1.39 Million - $1.58 Million
-39,497 Reduced 57.47%
29,224 $1.17 Million
Q3 2023

Nov 07, 2023
BUY
$36.49 - $39.21 $78,635 - $84,497
2,155 Added 3.24%
68,721 $2.51 Million
Q2 2023

Aug 11, 2023
BUY
$36.1 - $38.23 $152,378 - $161,368
4,221 Added 6.77%
66,566 $2.54 Million
Q1 2023

Apr 28, 2023
BUY
$35.15 - $37.76 $137,752 - $147,981
3,919 Added 6.71%
62,345 $2.28 Million
Q4 2022

Feb 13, 2023
BUY
$32.48 - $38.02 $1.27 Million - $1.49 Million
39,126 Added 202.73%
58,426 $2.13 Million
Q3 2022

Nov 01, 2022
BUY
$32.34 - $38.01 $40,166 - $47,208
1,242 Added 6.88%
19,300 $624,000
Q2 2022

Aug 02, 2022
SELL
$33.37 - $39.02 $172,723 - $201,967
-5,176 Reduced 22.28%
18,058 $623,000
Q1 2022

Apr 27, 2022
SELL
$36.5 - $39.94 $5.37 Million - $5.88 Million
-147,190 Reduced 86.37%
23,234 $894,000
Q4 2021

Jan 24, 2022
BUY
$36.17 - $39.8 $49,480 - $54,446
1,368 Added 0.81%
170,424 $6.77 Million
Q3 2021

Oct 21, 2021
BUY
$35.96 - $38.0 $857,681 - $906,338
23,851 Added 16.43%
169,056 $6.08 Million
Q2 2021

Jul 29, 2021
BUY
$34.79 - $36.84 $836,769 - $886,075
24,052 Added 19.85%
145,205 $5.28 Million
Q1 2021

May 13, 2021
BUY
$32.09 - $34.8 $3.89 Million - $4.22 Million
121,153 New
121,153 $4.19 Million
Q4 2020

Jan 22, 2021
SELL
$29.52 - $32.95 $355,450 - $396,750
-12,041 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$28.15 - $31.61 $131,770 - $147,966
4,681 Added 63.6%
12,041 $364,000
Q2 2020

Aug 06, 2020
BUY
$23.79 - $29.99 $175,094 - $220,726
7,360 New
7,360 $207,000

Others Institutions Holding PFM

# of Institutions
144
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PFM Quotes by TradingView
  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email