Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,601 shares of PFM stock, worth $437,532. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,601
Previous 8,588 0.15%
Holding current value
$437,532
Previous $393,000 5.34%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$41.05 - $48.17 $533 - $626
13 Added 0.15%
8,601 $414,000
Q1 2025

May 14, 2025
BUY
$44.92 - $48.18 $385,772 - $413,769
8,588 New
8,588 $393,000

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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