Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 06, 2022

SELL
$33.37 - $39.02 $361,330 - $422,508
-10,828 Reduced 91.42%
1,016 $35,000
Q1 2022

May 03, 2022

BUY
$36.5 - $39.94 $230,059 - $251,741
6,303 Added 113.75%
11,844 $455,000
Q2 2021

Sep 01, 2021

SELL
$34.79 - $36.84 $477,423 - $505,555
-13,723 Reduced 71.24%
5,541 $201,000
Q1 2021

May 13, 2021

SELL
$32.09 - $34.8 $1.85 Million - $2.01 Million
-57,726 Reduced 74.98%
19,264 $666,000
Q4 2020

Jan 28, 2021

BUY
$29.52 - $32.95 $2.27 Million - $2.54 Million
76,990 New
76,990 $2.53 Million

Others Institutions Holding PFM

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.