Cwm, LLC Invesco Vrdo Tax Free ETF Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	SELL	$24.74 - $24.9 $230,106 - $231,594	-9,301 Reduced 98.97%	97 $2,000
Q3 2023 Oct 11, 2023	BUY	$24.79 - $24.94 $232,976 - $234,386	9,398 New	9,398 $233,000

Others Institutions Holding PVI

# of Institutions

25

Shares Held

619K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

95.5K
Shares

$2.37 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

85.3K
Shares

$2.12 Million
0.0% of portfolio
Morgan Stanley New York, NY

63.8K
Shares

$1.58 Million
0.0% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

55K
Shares

$1.36 Million
0.03% of portfolio
Flagship Harbor Advisors, LLC

50.3K
Shares

$1.25 Million
0.06% of portfolio

About INVESCO VRDO TAX-FREE ETF

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