Lpl Financial LLC Invesco Exchange Traded Fd Tr Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lpl Financial LLC holds 1,967,217 shares of PFM stock, worth $99.4 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,967,217
Previous 1,664,500
18.19%
Holding current value
$99.4 Million
Previous $76.2 Million
24.36%
% of portfolio
0.03%
Previous 0.03%
Shares
29 transactions
Others Institutions Holding PFM
# of Institutions
144Shares Held
9.14MCall Options Held
0Put Options Held
0-
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
-
Clearstead Advisors, LLC Cleveland, OH426KShares$21.5 Million0.3% of portfolio