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 7,282 shares of PPA stock, worth $850,974. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,282
Previous 5,050 44.2%
Holding current value
$850,974
Previous $518,000 61.58%
% of portfolio
0.24%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$102.05 - $114.97 $227,775 - $256,613
2,232 Added 44.2%
7,282 $837,000
Q1 2024

May 21, 2024
BUY
$89.11 - $101.71 $450,005 - $513,635
5,050 New
5,050 $512,000
Q1 2021

May 06, 2021
SELL
$64.6 - $72.81 $516,799 - $582,480
-8,000 Reduced 49.81%
8,060 $586,000
Q2 2018

Aug 01, 2018
BUY
$54.27 - $58.94 $871,576 - $946,576
16,060 New
16,060 $882,000

Others Institutions Holding PPA

# of Institutions
378
Shares Held
20.8M
Call Options Held
8.4K
Put Options Held
2.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PPA Quotes by TradingView
  • Ticker PPA
  • Sector ETFs
  • Industry ETFs
More about PPA
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