A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 42,362 shares of PFM stock, worth $2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
42,362
Previous 42,032 0.79%
Holding current value
$2 Million
Previous $1.79 Million 9.93%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$42.65 - $46.55 $14,074 - $15,361
330 Added 0.79%
42,362 $1.97 Million
Q2 2024

Aug 08, 2024

SELL
$40.49 - $43.23 $82,923 - $88,535
-2,048 Reduced 4.65%
42,032 $1.79 Million
Q1 2024

May 15, 2024

BUY
$39.51 - $42.57 $75,898 - $81,776
1,921 Added 4.56%
44,080 $1.88 Million
Q4 2023

Feb 12, 2024

BUY
$35.25 - $39.92 $28,834 - $32,654
818 Added 1.98%
42,159 $1.68 Million
Q3 2023

Nov 13, 2023

BUY
$36.49 - $39.21 $101,624 - $109,199
2,785 Added 7.22%
41,341 $1.51 Million
Q2 2023

Aug 14, 2023

BUY
$36.1 - $38.23 $324,322 - $343,458
8,984 Added 30.38%
38,556 $1.47 Million
Q1 2023

May 15, 2023

BUY
$35.15 - $37.76 $369,637 - $397,084
10,516 Added 55.18%
29,572 $1.08 Million
Q4 2022

Feb 15, 2023

BUY
$32.48 - $38.02 $569,699 - $666,870
17,540 Added 1156.99%
19,056 $695,000
Q3 2022

Nov 10, 2022

BUY
$32.34 - $38.01 $19,598 - $23,034
606 Added 66.59%
1,516 $49,000
Q2 2021

Aug 13, 2021

SELL
$34.79 - $36.84 $42,478 - $44,981
-1,221 Reduced 57.3%
910 $33,000
Q1 2021

May 14, 2021

BUY
$32.09 - $34.8 $39,181 - $42,490
1,221 Added 134.18%
2,131 $73,000
Q4 2019

Jan 17, 2020

BUY
$28.8 - $30.86 $26,208 - $28,082
910 New
910 $27,000

Others Institutions Holding PFM

About INVESCO EXCHANGE-TRADED FD TR


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