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 $31,704. This represents 0.0% of its overall portfolio holdings.

Number of Shares
672
Previous 669 0.45%
Holding current value
$31,704
Previous $28,000 10.71%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
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