Xml Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Xml Financial, LLC

  • $1.2 Billion
  • Q3 2025

A detailed history of Xml Financial, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Xml Financial, LLC holds 5,070 shares of PFM stock, worth $256,136. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,070
Previous 5,056 0.28%
Holding current value
$256,136
Previous $243,000 5.76%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$48.04 - $50.89 $672 - $712
14 Added 0.28%
5,070 $257,000
Q2 2025

Jul 17, 2025
SELL
$41.05 - $48.17 $11,411 - $13,391
-278 Reduced 5.21%
5,056 $243,000
Q1 2025

Apr 22, 2025
BUY
$44.92 - $48.18 $763 - $819
17 Added 0.32%
5,334 $244,000
Q4 2024

Jan 17, 2025
SELL
$45.72 - $48.2 $28,209 - $29,739
-617 Reduced 10.4%
5,317 $243,000
Q3 2024

Nov 01, 2024
BUY
$42.65 - $46.55 $810 - $884
19 Added 0.32%
5,934 $276,000
Q2 2024

Jul 22, 2024
BUY
$40.49 - $43.23 $890 - $951
22 Added 0.37%
5,915 $252,000
Q1 2024

May 15, 2024
BUY
$39.51 - $42.57 $829 - $893
21 Added 0.36%
5,893 $250,000
Q4 2023

Feb 14, 2024
BUY
$35.25 - $39.92 $881 - $998
25 Added 0.43%
5,872 $234,000
Q3 2023

Nov 06, 2023
BUY
$36.49 - $39.21 $839 - $901
23 Added 0.39%
5,847 $213,000
Q2 2023

Aug 07, 2023
SELL
$36.1 - $38.23 $180 - $191
-5 Reduced 0.09%
5,824 $222,000
Q1 2023

May 15, 2023
BUY
$35.15 - $37.76 $878 - $944
25 Added 0.43%
5,829 $213,000
Q4 2022

Feb 09, 2023
BUY
$32.48 - $38.02 $188,513 - $220,668
5,804 New
5,804 $211,000
Q2 2022

Aug 01, 2022
SELL
$33.37 - $39.02 $191,310 - $223,701
-5,733 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$36.5 - $39.94 $17,228 - $18,851
472 Added 8.97%
5,733 $220,000
Q4 2021

Feb 01, 2022
BUY
$36.17 - $39.8 $190,290 - $209,387
5,261 New
5,261 $209,000

Others Institutions Holding PFM

# of Institutions
143
Shares Held
9.1M
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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