Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,631 shares of PFM stock, worth $388,188. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,631
Previous 9,071 15.87%
Holding current value
$388,188
Previous $415,000 11.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$41.05 - $48.17 $59,111 - $69,364
-1,440 Reduced 15.87%
7,631 $367,000
Q4 2024

Feb 13, 2025
SELL
$45.72 - $48.2 $66,019 - $69,600
-1,444 Reduced 13.73%
9,071 $415,000
Q1 2024

May 14, 2024
SELL
$39.51 - $42.57 $14,223 - $15,325
-360 Reduced 3.31%
10,515 $447,000
Q4 2023

Feb 28, 2024
SELL
$35.25 - $39.92 $263,317 - $298,202
-7,470 Reduced 40.72%
10,875 $433,000
Q3 2023

Nov 22, 2023
BUY
$36.49 - $39.21 $615,221 - $661,080
16,860 Added 1135.35%
18,345 $670,000
Q2 2023

Aug 14, 2023
SELL
$36.1 - $38.23 $410,601 - $434,828
-11,374 Reduced 88.45%
1,485 $56,000
Q1 2023

Jun 05, 2023
SELL
$35.15 - $37.76 $353,749 - $380,016
-10,064 Reduced 43.9%
12,859 $470,000
Q4 2022

Jun 12, 2023
BUY
$32.48 - $38.02 $258,670 - $302,791
7,964 Added 61.93%
20,823 $760,000
Q2 2022

Aug 11, 2022
SELL
$33.37 - $39.02 $30,867 - $36,093
-925 Reduced 3.88%
22,923 $791,000
Q3 2021

Nov 23, 2021
BUY
$35.96 - $38.0 $48,833 - $51,604
1,358 Added 6.04%
23,848 $858,000
Q3 2021

Nov 16, 2021
SELL
$35.96 - $38.0 $48,833 - $51,604
-1,358 Reduced 5.69%
22,490 $858,000
Q1 2021

May 17, 2021
BUY
$32.09 - $34.8 $765,282 - $829,910
23,848 New
23,848 $825,000

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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