Briaud Financial Planning, Inc Invesco Exchange Traded Fd Tr Transaction History

Briaud Financial Planning, Inc

  • $306 Million
  • Q3 2025

A detailed history of Briaud Financial Planning, Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 4,574 shares of PFM stock, worth $232,679. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,574
Previous 3,890 17.58%
Holding current value
$232,679
Previous $187,000 24.06%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 25, 2025
BUY
$48.04 - $50.89 $32,859 - $34,808
684 Added 17.58%
4,574 $232,000
Q2 2025

Jul 30, 2025
BUY
$41.05 - $48.17 $159,684 - $187,381
3,890 New
3,890 $187,000

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
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