Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
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 434,840 shares of PFM stock, worth $20.3 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
434,840
Previous 426,029
2.07%
Holding current value
$20.3 Million
Previous $18.2 Million
11.35%
% of portfolio
0.32%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$95.2 Million0.04% of portfolio
-
Flaharty Asset Management, LLC820KShares$38.3 Million5.61% of portfolio
-
Morgan Stanley New York, NY668KShares$31.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$21.7 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$20 Million0.51% of portfolio