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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

134

Shares Held

9.41M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.04M
Shares

$96.7 Million
0.04% of portfolio
Flaharty Asset Management, LLC

820K
Shares

$39 Million
5.61% of portfolio
Morgan Stanley New York, NY

668K
Shares

$31.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

465K
Shares

$22.1 Million
0.03% of portfolio
Clearstead Advisors, LLC Cleveland, OH

435K
Shares

$20.7 Million
0.32% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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