Big Sur Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Big Sur Wealth Management LLC
- $378 Million
- Q2 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 $615,489. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,900
Previous 4,900
-0.0%
Holding current value
$615,489
Previous $548,000
10.4%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding PKW
# of Institutions
246Shares Held
4.72MCall Options Held
9KPut Options Held
0-
Bank Of America Corp Charlotte, NC765KShares$96.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC392KShares$49.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY317KShares$39.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL269KShares$33.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA182KShares$22.9 Million0.0% of portfolio