A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 10,258 shares of PKW stock, worth $1.08 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
10,258
Holding current value
$1.08 Million
% of portfolio
0.39%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$109.15 - $120.99 $1.12 Million - $1.24 Million
10,258 New
10,258 $1.16 Billion

Others Institutions Holding PKW

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PKW
  • Sector ETFs
  • Industry ETFs
More about PKW
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.