Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 10,258 shares of PKW stock, worth $1.12 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
10,258Holding current value
$1.12 Million% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding PKW
# of Institutions
242Shares Held
4.68MCall Options Held
8.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC702KShares$76.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC380KShares$41.4 Million0.02% of portfolio
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Morgan Stanley New York, NY316KShares$34.5 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL250KShares$27.3 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL174KShares$19 Million0.03% of portfolio