Wealth Enhancement Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$65.4 Billion
Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,972 shares of PFM stock, worth $507,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,972

Previous 10,147 1.72%

Holding current value

$507,275

Previous $514,000 1.36%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$49.99 - $51.56 $8,748 - $9,023	-175 Reduced 1.72%	9,972 $507,000
Q2 2025 Jul 10, 2025	BUY	$41.05 - $48.17 $61,616 - $72,303	1,501 Added 17.36%	10,147 $488,000
Q1 2025 Apr 16, 2025	SELL	$44.92 - $48.18 $87,773 - $94,143	-1,954 Reduced 18.43%	8,646 $395,000
Q4 2024 Mar 17, 2025	BUY	$45.72 - $48.2 $59,024 - $62,226	1,291 Added 13.87%	10,600 $486,000
Q3 2024 Oct 23, 2024	SELL	$42.65 - $46.55 $23,542 - $25,695	-552 Reduced 5.6%	9,309 $433,000

Q1 2024 Apr 15, 2024	SELL	$39.51 - $42.57 $157,763 - $169,982	-3,993 Reduced 28.82%	9,861 $419,000
Q3 2023 Nov 13, 2023	BUY	$36.49 - $39.21 $505,532 - $543,215	13,854 New	13,854 $506,000

Others Institutions Holding PFM

# of Institutions

148

Shares Held

9.49M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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Wealth Enhancement Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History