Caldwell Trust CO Invesco Exchange Traded Fd Tr Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Caldwell Trust CO holds 6,148 shares of PFM stock, worth $310,596. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,148
Previous 6,148
-0.0%
Holding current value
$310,596
Previous $296 Million
5.34%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding PFM
# of Institutions
144Shares Held
9.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$99.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL846KShares$42.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$36.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$23.5 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$21.6 Million0.51% of portfolio