Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 431,127 shares of PFM stock, worth $20.1 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
431,127
Previous 439,631 1.93%
Holding current value
$20.1 Million
Previous $20.2 Million 2.11%
% of portfolio
0.31%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$44.92 - $48.18 $381,999 - $409,722
-8,504 Reduced 1.93%
431,127 $19.7 Million
Q4 2024

Feb 10, 2025
BUY
$45.72 - $48.2 $219,044 - $230,926
4,791 Added 1.1%
439,631 $20.2 Million
Q3 2024

Nov 13, 2024
BUY
$42.65 - $46.55 $375,789 - $410,152
8,811 Added 2.07%
434,840 $20.2 Million
Q2 2024

Aug 09, 2024
BUY
$40.49 - $43.23 $17.2 Million - $18.4 Million
426,029 New
426,029 $18.2 Million

Others Institutions Holding PFM

# of Institutions
147
Shares Held
9.94M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PFM Quotes by TradingView
  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
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