Steel Peak Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Steel Peak Wealth Management LLC

$2.36 Billion
Q1 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 152,414 shares of PFM stock, worth $6.87 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

152,414

Previous 56,947 167.64%

Holding current value

$6.87 Million

Previous $2.61 Million 167.22%

% of portfolio

0.3%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$44.92 - $48.18 $4.29 Million - $4.6 Million	95,467 Added 167.64%	152,414 $6.98 Million
Q4 2024 Jan 22, 2025	BUY	$45.72 - $48.2 $1.81 Million - $1.91 Million	39,664 Added 229.5%	56,947 $2.61 Million
Q1 2024 Apr 17, 2024	SELL	$39.51 - $42.57 $483,088 - $520,503	-12,227 Reduced 41.43%	17,283 $735,000
Q4 2023 Jan 23, 2024	BUY	$35.25 - $39.92 $1.04 Million - $1.18 Million	29,510 New	29,510 $1.18 Million
Q4 2022 Jan 25, 2023	BUY	$32.48 - $38.02 $924,900 - $1.08 Million	28,476 Added 161.84%	46,071 $0
Q4 2021 Jan 31, 2022	BUY	$36.17 - $39.8 $28,031 - $30,844	775 Added 4.61%	17,595 $699,000
Q1 2021 May 18, 2021	SELL	$32.09 - $34.8 $1.28 Million - $1.38 Million	-39,750 Reduced 70.27%	16,820 $582,000
Q4 2020 Feb 04, 2021	BUY	$29.52 - $32.95 $1.67 Million - $1.86 Million	56,570 New	56,570 $1.86 Million
Q1 2020 Apr 16, 2020	SELL	$21.35 - $31.73 $884,957 - $1.32 Million	-41,450 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$28.8 - $30.86 $1.19 Million - $1.28 Million	41,450 New	41,450 $1.27 Million

Others Institutions Holding PFM

# of Institutions

147

Shares Held

9.83M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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Steel Peak Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History