Bkm Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Bkm Wealth Management, LLC
- $271 Billion
- Q3 2025
A detailed history of Bkm Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 29,845 shares of PEY stock, worth $621,372. This represents 0.23% of its overall portfolio holdings.
Number of Shares
29,845
              Previous 26,799
              
        
           11.37%
        
      
          
        Holding current value
$621,372
            Previous $547 Million
            
        
           14.95%
        
      
          
        % of portfolio
0.23%
            Previous 0.21%
          
        Shares
	  7 transactions
	
  Others Institutions Holding PEY
# of Institutions
223Shares Held
22MCall Options Held
77.7KPut Options Held
37.9K- 
    
      Bank Of America Corp Charlotte, NC5.85MShares$122 Million0.01% of portfolio
- 
    
      Morgan Stanley New York, NY2.54MShares$52.9 Million0.0% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC1.93MShares$40.2 Million0.01% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA1.29MShares$26.8 Million0.01% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL652KShares$13.6 Million0.0% of portfolio