Consolidated Planning Corp Invesco Exchange Traded Fd Tr Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$40.49 - $43.23 $260,917 - $278,574	6,444 New	6,444 $274,000

Others Institutions Holding PFM

# of Institutions

133

Shares Held

9.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.04M
Shares

$97 Million
0.04% of portfolio
Flaharty Asset Management, LLC

820K
Shares

$39.1 Million
5.61% of portfolio
Morgan Stanley New York, NY

668K
Shares

$31.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

465K
Shares

$22.1 Million
0.03% of portfolio
Clearstead Advisors, LLC Cleveland, OH

435K
Shares

$20.7 Million
0.32% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.