Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 46,234 shares of PFM stock, worth $2.35 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
46,234
Previous 45,366 1.91%
Holding current value
$2.35 Million
Previous $2.3 Billion 3.45%
% of portfolio
0.12%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$49.99 - $51.56 $43,391 - $44,754
868 Added 1.91%
46,234 $2.38 Billion
Q3 2025

Oct 23, 2025
BUY
$48.04 - $50.89 $2.18 Million - $2.31 Million
45,366 New
45,366 $2.3 Billion
Q3 2024

Oct 21, 2024
BUY
$42.65 - $46.55 $1.92 Million - $2.1 Million
45,124 New
45,124 $2.1 Billion

Others Institutions Holding PFM

# of Institutions
150
Shares Held
9.65M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email