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

133

Shares Held

9.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.04M
Shares

$96.1 Million
0.04% of portfolio
Flaharty Asset Management, LLC

820K
Shares

$38.7 Million
5.61% of portfolio
Morgan Stanley New York, NY

668K
Shares

$31.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

465K
Shares

$21.9 Million
0.03% of portfolio
Clearstead Advisors, LLC Cleveland, OH

435K
Shares

$20.5 Million
0.32% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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