Warren Averett Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 50,756 shares of PFM stock, worth $2.41 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
50,756
Previous 56,077 9.49%
Holding current value
$2.41 Million
Previous $2.61 Million 10.84%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$45.72 - $48.2 $243,276 - $256,472
-5,321 Reduced 9.49%
50,756 $2.33 Million
Q3 2024

Nov 14, 2024
SELL
$42.65 - $46.55 $14,970 - $16,339
-351 Reduced 0.62%
56,077 $2.61 Million
Q2 2024

Aug 14, 2024
SELL
$40.49 - $43.23 $89,037 - $95,062
-2,199 Reduced 3.75%
56,428 $2.41 Million
Q1 2024

May 15, 2024
BUY
$39.51 - $42.57 $2.32 Million - $2.5 Million
58,627 New
58,627 $2.5 Million

Others Institutions Holding PFM

# of Institutions
144
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PFM Quotes by TradingView
  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
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