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

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 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 8,646 shares of PFM stock, worth $375,928. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,646
Previous 10,600 18.43%
Holding current value
$375,928
Previous $486,000 18.72%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
145
Shares Held
10.2M
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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