Rvw Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Rvw Wealth, LLC

$1.02 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	BUY	$36.49 - $39.21 $49,954 - $53,678	1,369 New	1,369 $50,000
Q1 2020 Apr 15, 2020	SELL	$21.35 - $31.73 $339,892 - $505,141	-15,920 Closed	0 $0
Q3 2019 Oct 25, 2019	BUY	$28.09 - $29.84 $447,192 - $475,052	15,920 New	15,920 $471,000

Others Institutions Holding PFM

# of Institutions

127

Shares Held

8.95M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.04M
Shares

$96.5 Million
0.04% of portfolio
Flaharty Asset Management, LLC

832K
Shares

$39.3 Million
5.48% of portfolio
Morgan Stanley New York, NY

673K
Shares

$31.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

449K
Shares

$21.2 Million
0.03% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

427K
Shares

$20.2 Million
0.51% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Rvw Wealth, LLC with notifications on news.