Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 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 666 shares of PFM stock, worth $28,524. This represents 0.0% of its overall portfolio holdings.
Number of Shares
666
Previous 2,724
75.55%
Holding current value
$28,524
Previous $108,000
74.07%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding PFM
# of Institutions
127Shares Held
8.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.33MShares$100 Million0.05% of portfolio
-
Flaharty Asset Management, LLC823KShares$35.3 Million5.45% of portfolio
-
Morgan Stanley New York, NY656KShares$28.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL429KShares$18.4 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$18.3 Million0.51% of portfolio