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

$94.5 Million
0.04% of portfolio
Flaharty Asset Management, LLC

820K
Shares

$38.1 Million
5.61% of portfolio
Morgan Stanley New York, NY

668K
Shares

$31 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

465K
Shares

$21.6 Million
0.03% of portfolio
Clearstead Advisors, LLC Cleveland, OH

435K
Shares

$20.2 Million
0.32% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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