Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,768 shares of PKW stock, worth $431,436. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,768
Previous 3,765 0.08%
Holding current value
$431,436
Previous $431 Million 4.19%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$114.02 - $125.22 $342 - $375
3 Added 0.08%
3,768 $449 Million
Q3 2024

Nov 05, 2024
BUY
$102.34 - $114.52 $204 - $229
2 Added 0.05%
3,765 $431 Million
Q2 2024

Aug 07, 2024
BUY
$101.52 - $107.47 $382,019 - $404,409
3,763 New
3,763 $391 Million

Others Institutions Holding PKW

# of Institutions
241
Shares Held
4.71M
Call Options Held
8.9K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PKW Quotes by TradingView
  • Ticker PKW
  • Sector ETFs
  • Industry ETFs
More about PKW
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email