Lido Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Lido Advisors, LLC

$31.4 Billion
Q3 2025

A detailed history of Lido Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lido Advisors, LLC holds 16,783 shares of PFM stock, worth $853,751. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,783

Holding current value

$853,751

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$48.04 - $50.89 $806,255 - $854,086	16,783 New	16,783 $851,000

Others Institutions Holding PFM

# of Institutions

142

Shares Held

9.45M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.83M
Shares

$92.9 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

845K
Shares

$43 Million
0.01% of portfolio
Morgan Stanley New York, NY

724K
Shares

$36.9 Million
0.0% of portfolio
Flaharty Asset Management, LLC

500K
Shares

$25.4 Million
3.48% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

465K
Shares

$23.6 Million
0.03% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
Industry ETFs

More about PFM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lido Advisors, LLC with notifications on news.

Account