Big Sur Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Big Sur Wealth Management LLC
- $354 Million
- Q3 2024
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 5,390 shares of XLG stock, worth $259,528. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,390Holding current value
$259,528% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding XLG
# of Institutions
406Shares Held
65.8MCall Options Held
47.5KPut Options Held
45.5K-
Lpl Financial LLC Fort Mill, SC7.24MShares$348 Million0.17% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.39MShares$260 Million0.11% of portfolio
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Morgan Stanley New York, NY5.3MShares$255 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.89MShares$187 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.88MShares$138 Million0.04% of portfolio