Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,594 shares of PFM stock, worth $284,566. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,594

Previous 235,612 97.63%

Holding current value

$284,566

Previous $10.8 Million 97.51%

% of portfolio

0.01%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$41.05 - $48.17 $9.44 Million - $11.1 Million	-230,018 Reduced 97.63%	5,594 $269,000
Q1 2025 May 09, 2025	BUY	$44.92 - $48.18 $135,388 - $145,214	3,014 Added 1.3%	235,612 $10.8 Million
Q4 2024 Jan 31, 2025	BUY	$45.72 - $48.2 $400,415 - $422,135	8,758 Added 3.91%	232,598 $10.7 Million
Q3 2024 Nov 08, 2024	BUY	$42.65 - $46.55 $317,614 - $346,657	7,447 Added 3.44%	223,840 $10.4 Million
Q2 2024 Jul 22, 2024	BUY	$40.49 - $43.23 $264,399 - $282,291	6,530 Added 3.11%	216,393 $9.23 Million

Q1 2024 May 13, 2024	BUY	$39.51 - $42.57 $121,809 - $131,243	3,083 Added 1.49%	209,863 $8.93 Million
Q4 2023 Feb 02, 2024	BUY	$35.25 - $39.92 $42,300 - $47,904	1,200 Added 0.58%	206,780 $8.25 Million
Q3 2023 Nov 08, 2023	BUY	$36.49 - $39.21 $4.83 Million - $5.19 Million	132,418 Added 180.99%	205,580 $7.51 Million
Q2 2023 Aug 03, 2023	BUY	$36.1 - $38.23 $2.64 Million - $2.8 Million	73,162 New	73,162 $2.8 Million

Others Institutions Holding PFM

# of Institutions

143

Shares Held

9.49M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
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Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History