Connecticut Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 5,000 shares of PFM stock, worth $254,350. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$254,350
Previous $240,000 5.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$41.05 - $48.17 $124,176 - $145,714
-3,025 Reduced 37.69%
5,000 $240,000
Q1 2025

May 15, 2025
BUY
$44.92 - $48.18 $360,483 - $386,644
8,025 New
8,025 $367,000
Q1 2023

Apr 18, 2023
BUY
$35.15 - $37.76 $282,078 - $303,024
8,025 New
8,025 $293,000

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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