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 $312,748. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,148
Previous 6,148
-0.0%
Holding current value
$312,748
Previous $296 Million
5.34%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding PFM
# of Institutions
143Shares Held
9.49MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.83MShares$92.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL845KShares$43 Million0.01% of portfolio
-
Morgan Stanley New York, NY724KShares$36.9 Million0.0% of portfolio
-
Flaharty Asset Management, LLC500KShares$25.4 Million3.48% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$23.6 Million0.03% of portfolio