Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$40.49 - $43.23 $242 - $259
6 Added 0.47%
1,289 $55,000
Q1 2024

Apr 19, 2024

BUY
$39.51 - $42.57 $50,691 - $54,617
1,283 New
1,283 $54,000
Q2 2023

Aug 09, 2023

BUY
$36.1 - $38.23 $29,421 - $31,157
815 New
815 $31,000
Q4 2022

Feb 10, 2023

BUY
$32.48 - $38.02 $32 - $38
1 Added 0.48%
210 $7,000
Q3 2022

Oct 27, 2022

BUY
$32.34 - $38.01 $6,759 - $7,944
209 New
209 $7,000
Q1 2020

Apr 23, 2020

SELL
$21.35 - $31.73 $6,405 - $9,519
-300 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$24.27 - $27.66 $7,281 - $8,298
300 New
300 $8,000

Others Institutions Holding PFM

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
Track This Portfolio

Track Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.