Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Spire Wealth Management holds 674 shares of PFM stock, worth $31,961. This represents 0.0% of its overall portfolio holdings.

Number of Shares

674

Previous 672 0.3%

Holding current value

$31,961

Previous $31,000 3.23%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$45.72 - $48.2 $91 - $96	2 Added 0.3%	674 $30,000
Q3 2024 Oct 15, 2024	BUY	$42.65 - $46.55 $127 - $139	3 Added 0.45%	672 $31,000
Q2 2024 Jul 31, 2024	BUY	$40.49 - $43.23 $121 - $129	3 Added 0.45%	669 $28,000
Q1 2024 Apr 24, 2024	SELL	$39.51 - $42.57 $81,311 - $87,609	-2,058 Reduced 75.55%	666 $28,000
Q4 2023 Feb 06, 2024	BUY	$35.25 - $39.92 $105 - $119	3 Added 0.11%	2,724 $108,000
Q3 2023 Nov 08, 2023	BUY	$36.49 - $39.21 $109 - $117	3 Added 0.11%	2,721 $99,000
Q2 2023 Aug 09, 2023	BUY	$36.1 - $38.23 $108 - $114	3 Added 0.11%	2,718 $103,000
Q1 2023 May 09, 2023	BUY	$35.15 - $37.76 $105 - $113	3 Added 0.11%	2,715 $99,000
Q4 2022 Feb 03, 2023	BUY	$32.48 - $38.02 $67,006 - $78,435	2,063 Added 317.87%	2,712 $99,000
Q3 2022 Nov 07, 2022	BUY	$32.34 - $38.01 $97 - $114	3 Added 0.46%	649 $21,000
Q2 2022 Jul 22, 2022	BUY	$33.37 - $39.02 $133 - $156	4 Added 0.62%	646 $22,000
Q1 2022 Apr 18, 2022	SELL	$36.5 - $39.94 $75,117 - $82,196	-2,058 Reduced 76.22%	642 $25,000
Q4 2021 Jan 14, 2022	BUY	$36.17 - $39.8 $74,618 - $82,107	2,063 Added 323.86%	2,700 $107,000
Q3 2021 Oct 22, 2021	BUY	$35.96 - $38.0 $107 - $114	3 Added 0.47%	637 $23,000
Q2 2021 Jul 26, 2021	SELL	$34.79 - $36.84 $78,555 - $83,184	-2,258 Reduced 78.08%	634 $23,000
Q1 2021 May 21, 2021	BUY	$32.09 - $34.8 $92,804 - $100,641	2,892 New	2,892 $100,000

Others Institutions Holding PFM

# of Institutions

144

Shares Held

10.1M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
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Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History