Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 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 672 shares of PFM stock, worth $31,402. This represents 0.0% of its overall portfolio holdings.
Number of Shares
672
Previous 669
0.45%
Holding current value
$31,402
Previous $28,000
10.71%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$95.2 Million0.04% of portfolio
-
Flaharty Asset Management, LLC820KShares$38.3 Million5.61% of portfolio
-
Morgan Stanley New York, NY668KShares$31.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$21.7 Million0.03% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH435KShares$20.3 Million0.32% of portfolio