Ae Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 25 shares of PFM stock, worth $1,271. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 30 16.67%
Holding current value
$1,271
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$48.04 - $50.89 $240 - $254
-5 Reduced 16.67%
25 $1,000
Q1 2025

May 06, 2025
SELL
$44.92 - $48.18 $56,913 - $61,044
-1,267 Reduced 97.69%
30 $1,000
Q4 2024

Feb 13, 2025
BUY
$45.72 - $48.2 $59,298 - $62,515
1,297 New
1,297 $59,000
Q1 2021

Apr 27, 2021
SELL
$32.09 - $34.8 $320,065 - $347,095
-9,974 Closed
0 $0
Q4 2020

Feb 01, 2021
BUY
$29.52 - $32.95 $294,432 - $328,643
9,974 New
9,974 $328,000
Q3 2020

Nov 06, 2020
SELL
$28.15 - $31.61 $895,338 - $1.01 Million
-31,806 Closed
0 $0
Q2 2020

Aug 05, 2020
BUY
$23.79 - $29.99 $98,561 - $124,248
4,143 Added 14.98%
31,806 $897,000
Q1 2020

May 07, 2020
BUY
$21.35 - $31.73 $590,605 - $877,746
27,663 New
27,663 $682,000

Others Institutions Holding PFM

# of Institutions
143
Shares Held
9.49M
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 Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email