Pmg Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Pmg Wealth Management, Inc.
- $121 Billion
- Q2 2025
A detailed history of Pmg Wealth Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 6,485 shares of PFM stock, worth $324,185. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,485
Previous 6,685
2.99%
Holding current value
$324,185
Previous $306 Million
2.07%
% of portfolio
0.26%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding PFM
# of Institutions
144Shares Held
9.12MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$98.3 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL846KShares$42.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$36.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$23.2 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$21.4 Million0.51% of portfolio