Bdo Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	$24.27 - $27.66 $12,135 - $13,830	-500 Closed	0 $0
Q2 2018 Aug 27, 2018	BUY	$24.79 - $26.23 $12,395 - $13,115	500 New	500 $13,000

Others Institutions Holding PFM

# of Institutions

129

Shares Held

8.75M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.33M
Shares

$102 Million
0.05% of portfolio
Flaharty Asset Management, LLC

823K
Shares

$36.1 Million
5.45% of portfolio
Morgan Stanley New York, NY

656K
Shares

$28.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

449K
Shares

$19.7 Million
0.03% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

427K
Shares

$18.8 Million
0.51% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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