Flaharty Asset Management, LLC PFM Holdings History
Flaharty Asset Management, LLC's Invesco Dividend Achievers ETF Holding Summary
As of 2025-03-31, Flaharty Asset Management, LLC held 472,349.00 shares of Invesco Dividend Achievers ETF(PFM), totaling $21.62 Mil. This investment constitutes 3.12% of their stock portfolio, and Flaharty Asset Management, LLC now holds 3.17% of the outstanding Invesco Dividend Achievers ETF(PFM) stock.
The initial trade took place in 2021Q3. And since then Flaharty Asset Management, LLC has made 11 purchases of PFM, at an average price of $37.71, for a total of 832,761.00 shares. In addition, there have been 4 sales at an average price of $46.65 for 360,412.00 shares. Based on historical transaction data and PFM's current price of $48.18, Flaharty Asset Management, LLC's estimated gain on his PFM holdings is $8.17 Mil, reflecting a 26.01% gain to date.
Flaharty Asset Management, LLC PFM ($48.18) Holding Chart
Flaharty Asset Management, LLC PFM ($48.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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