J.W. Cole Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 32,131 shares of PFM stock, worth $1.5 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
32,131
Previous 32,902
2.34%
Holding current value
$1.5 Million
Previous $1.4 Million
6.56%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$95.2 Million0.04% of portfolio
-
Flaharty Asset Management, LLC820KShares$38.3 Million5.61% of portfolio
-
Morgan Stanley New York, NY668KShares$31.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$21.7 Million0.03% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH435KShares$20.3 Million0.32% of portfolio