Genesis Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Genesis Wealth Advisors, LLC

  • $123 Billion
  • Q1 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 4,920 shares of PFM stock, worth $231,633. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,920
Previous 5,864 16.1%
Holding current value
$231,633
Previous $269 Million 16.24%
% of portfolio
0.18%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$44.92 - $48.18 $42,404 - $45,481
-944 Reduced 16.1%
4,920 $225 Million
Q4 2024

Feb 04, 2025
BUY
$45.72 - $48.2 $268,102 - $282,644
5,864 New
5,864 $269 Million

Others Institutions Holding PFM

# of Institutions
147
Shares Held
9.94M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PFM Quotes by TradingView
  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
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