Warren Averett Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 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 56,077 shares of PFM stock, worth $2.65 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
56,077
Previous 56,428
0.62%
Holding current value
$2.65 Million
Previous $2.41 Million
8.43%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$96.1 Million0.04% of portfolio
-
Flaharty Asset Management, LLC820KShares$38.7 Million5.61% of portfolio
-
Morgan Stanley New York, NY668KShares$31.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$21.9 Million0.03% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH435KShares$20.5 Million0.32% of portfolio