Beacon Pointe Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Beacon Pointe Advisors, LLC

$8.55 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$36.49 - $39.21 $296,663 - $318,777	8,130 New	8,130 $296,000
Q1 2023 May 12, 2023	BUY	$35.15 - $37.76 $285,769 - $306,988	8,130 New	8,130 $297,000

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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