Captrust Financial Advisors Invesco Exchange Traded Fd Tr Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

A detailed history of Captrust Financial Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 13,797 shares of PFM stock, worth $636,179. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,797

Previous 13,797 -0.0%

Holding current value

$636,179

Previous $642,000 1.56%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$35.25 - $39.92 $951 - $1,077	-27 Reduced 0.2%	13,797 $550,000
Q3 2022 Nov 16, 2022	BUY	$32.34 - $38.01 $32,340 - $38,010	1,000 Added 7.8%	13,824 $447,000
Q2 2022 Aug 16, 2022	SELL	$33.37 - $39.02 $16,084 - $18,807	-482 Reduced 3.62%	12,824 $443,000
Q4 2021 Feb 14, 2022	SELL	$36.17 - $39.8 $19,495 - $21,452	-539 Reduced 3.89%	13,306 $529,000
Q3 2021 Nov 16, 2021	BUY	$35.96 - $38.0 $27,869 - $29,450	775 Added 5.93%	13,845 $498,000
Q4 2020 Feb 16, 2021	SELL	$29.52 - $32.95 $39,261 - $43,823	-1,330 Reduced 9.24%	13,070 $430,000
Q3 2019 Nov 14, 2019	BUY	$28.09 - $29.84 $82,584 - $87,729	2,940 Added 25.65%	14,400 $426,000
Q2 2018 Aug 13, 2018	BUY	$24.79 - $26.23 $284,093 - $300,595	11,460 New	11,460 $294,000

Others Institutions Holding PFM

# of Institutions

144

Shares Held

10.1M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
Industry ETFs

More about PFM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Invesco Exchange Traded Fd Tr Transaction History