Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024

BUY
$35.25 - $39.92 $70 - $79
2 Added 0.36%
550 $22,000
Q3 2023

Nov 13, 2023

BUY
$36.49 - $39.21 $109 - $117
3 Added 0.55%
548 $20,000
Q2 2023

Aug 14, 2023

BUY
$36.1 - $38.23 $108 - $114
3 Added 0.55%
545 $21,000
Q1 2023

May 11, 2023

BUY
$35.15 - $37.76 $70 - $75
2 Added 0.37%
542 $20,000
Q4 2022

Feb 03, 2023

BUY
$32.48 - $38.02 $97 - $114
3 Added 0.56%
540 $20,000
Q3 2022

Nov 14, 2022

BUY
$32.34 - $38.01 $161 - $190
5 Added 0.94%
537 $17,000
Q2 2022

Aug 02, 2022

BUY
$33.37 - $39.02 $100 - $117
3 Added 0.57%
532 $18,000
Q1 2022

May 11, 2022

BUY
$36.5 - $39.94 $19,308 - $21,128
529 New
529 $20,000

Others Institutions Holding PFM

About INVESCO EXCHANGE-TRADED FD TR


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

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, 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 Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.