Big Sur Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Big Sur Wealth Management LLC
- $378 Million
- Q3 2025
A detailed history of Big Sur Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 4,900 shares of PKW stock, worth $631,806. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,900
Previous 4,900
-0.0%
Holding current value
$631,806
Previous $605,000
7.27%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding PKW
# of Institutions
268Shares Held
5.25MCall Options Held
2KPut Options Held
0-
Bank Of America Corp Charlotte, NC825KShares$106 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC423KShares$54.6 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA335KShares$43.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY324KShares$41.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL213KShares$27.4 Million0.01% of portfolio