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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 45,366 shares of PFM stock, worth $2.31 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
45,366
Holding current value
$2.31 Million
% of portfolio
0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$48.04 - $50.89 $2.18 Million - $2.31 Million
45,366 New
45,366 $2.3 Billion
Q3 2024

Oct 21, 2024
BUY
$42.65 - $46.55 $1.92 Million - $2.1 Million
45,124 New
45,124 $2.1 Billion

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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