MWM
PFM icon

Modera Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Modera Wealth Management’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$217K Hold
4,495
– – ﹤0.01% 607
2025
Q1 		$206K Hold
4,495
– – ﹤0.01% 589
2024
Q4 		$206K Buy
+4,495
New +$206K ﹤0.01% 594