Destination Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Destination Wealth Management

$3.19 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 19, 2019	SELL	$27.08 - $29.03 $19,443 - $20,843	-718 Closed	0 $0
Q1 2019 May 01, 2019	BUY	$24.27 - $27.66 $17,425 - $19,859	718 New	718 $20,000

Others Institutions Holding PFM

# of Institutions

133

Shares Held

9.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.04M
Shares

$95.2 Million
0.04% of portfolio
Flaharty Asset Management, LLC

820K
Shares

$38.3 Million
5.61% of portfolio
Morgan Stanley New York, NY

668K
Shares

$31.2 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

465K
Shares

$21.7 Million
0.03% of portfolio
Clearstead Advisors, LLC Cleveland, OH

435K
Shares

$20.3 Million
0.32% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
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