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 $274,458. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,390Holding current value
$274,458% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding XLG
# of Institutions
434Shares Held
71.9MCall Options Held
39.6KPut Options Held
29K-
Lpl Financial LLC Fort Mill, SC7.98MShares$406 Million0.17% of portfolio
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Morgan Stanley New York, NY5.68MShares$289 Million0.02% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.21MShares$265 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC4.88MShares$248 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA3.09MShares$157 Million0.03% of portfolio