Wagner Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Wagner Wealth Management, LLC
- $327 Million
- Q3 2025
A detailed history of Wagner Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 18 shares of PFM stock, worth $909. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18
Previous 18
-0.0%
Holding current value
$909
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PFM
# of Institutions
144Shares Held
9.14MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$99.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL846KShares$42.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$36.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$23.5 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$21.6 Million0.51% of portfolio