A detailed history of Strategic Wealth Advisors Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 208,817 shares of PFM stock, worth $9.85 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
208,817
Previous 276,964 24.61%
Holding current value
$9.85 Million
Previous $9.67 Million 30.19%
% of portfolio
0.29%
Previous 0.41%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$32.34 - $38.01 $2.2 Million - $2.59 Million
-68,147 Reduced 24.61%
208,817 $6.75 Million
Q2 2022

Aug 12, 2022

BUY
$33.37 - $39.02 $624,219 - $729,908
18,706 Added 7.24%
276,964 $9.67 Million
Q1 2022

May 10, 2022

BUY
$36.5 - $39.94 $2.4 Million - $2.63 Million
65,863 Added 34.23%
258,258 $9.91 Million
Q4 2021

Feb 16, 2022

SELL
$36.17 - $39.8 $401,704 - $442,018
-11,106 Reduced 5.46%
192,395 $7.63 Million
Q3 2021

Nov 17, 2021

SELL
$35.96 - $38.0 $1.47 Million - $1.55 Million
-40,888 Reduced 16.73%
203,501 $7.32 Million
Q2 2021

Aug 10, 2021

BUY
$34.79 - $36.84 $5.82 Million - $6.16 Million
167,211 Added 216.66%
244,389 $8.86 Million
Q1 2021

May 07, 2021

BUY
$32.09 - $34.8 $904,424 - $980,803
28,184 Added 57.53%
77,178 $2.67 Million
Q4 2020

Feb 12, 2021

BUY
$29.52 - $32.95 $1.45 Million - $1.61 Million
48,994 New
48,994 $1.61 Million

Others Institutions Holding PFM

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.