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

Iht Wealth Management, LLC

$3.68 Billion
Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,049 shares of PFM stock, worth $307,712. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,049

Previous 8,754 30.9%

Holding current value

$307,712

Previous $421,000 27.32%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$48.04 - $50.89 $129,948 - $137,657	-2,705 Reduced 30.9%	6,049 $306,000
Q2 2025 Aug 14, 2025	BUY	$41.05 - $48.17 $43,184 - $50,674	1,052 Added 13.66%	8,754 $421,000
Q1 2025 May 15, 2025	BUY	$44.92 - $48.18 $66,481 - $71,306	1,480 Added 23.79%	7,702 $352,000
Q4 2024 Feb 14, 2025	BUY	$45.72 - $48.2 $284,469 - $299,900	6,222 New	6,222 $285,000
Q1 2024 May 15, 2024	SELL	$39.51 - $42.57 $101,935 - $109,830	-2,580 Reduced 30.86%	5,781 $246,000

Q4 2023 Feb 14, 2024	BUY	$35.25 - $39.92 $294,725 - $333,771	8,361 New	8,361 $333,000
Q2 2021 Aug 16, 2021	SELL	$34.79 - $36.84 $211,627 - $224,097	-6,083 Closed	0 $0
Q1 2021 May 18, 2021	BUY	$32.09 - $34.8 $195,203 - $211,688	6,083 New	6,083 $210,000

Others Institutions Holding PFM

# of Institutions

143

Shares Held

9.49M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
Industry ETFs

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