Golden State Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 2025
A detailed history of Golden State Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,054 shares of PFM stock, worth $53,248. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,054
Previous 1,861
43.36%
Holding current value
$53,248
Previous $85.2 Million
40.41%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding PFM
# of Institutions
144Shares Held
9.14MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$99.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL846KShares$42.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$36.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$23.5 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$21.6 Million0.51% of portfolio