Connecticut Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Connecticut Wealth Management, LLC
- $2.09 Billion
- Q2 2025
A detailed history of Connecticut Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 5,000 shares of PFM stock, worth $252,600. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,000
Previous 8,025
37.69%
Holding current value
$252,600
Previous $367,000
34.6%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding PFM
# of Institutions
144Shares Held
9.14MCall 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