Baystate Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 14, 2020	SELL	$28.15 - $31.61 $3,743 - $4,204	-133 Closed	0 $0
Q2 2020 Jul 28, 2020	BUY	$23.79 - $29.99 $3,164 - $3,988	133 New	133 $4,000

Others Institutions Holding PFM

# of Institutions

133

Shares Held

9.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.04M
Shares

$97 Million
0.04% of portfolio
Flaharty Asset Management, LLC

820K
Shares

$39.1 Million
5.61% of portfolio
Morgan Stanley New York, NY

668K
Shares

$31.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

465K
Shares

$22.1 Million
0.03% of portfolio
Clearstead Advisors, LLC Cleveland, OH

435K
Shares

$20.7 Million
0.32% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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