Consolidated Planning Corp’s Invesco Dividend Achievers ETF PFM Stock Holding History

Consolidated Planning Corp’s Portfolio PFM Stock Details PFM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$7.85M	Buy
2025 Q1	–	Sell
2024 Q4	$307K	Buy
2024 Q3	–	Sell
2024 Q2	$275K	Buy