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 $256,132. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,390Holding current value
$256,132% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding XLG
# of Institutions
417Shares Held
66MCall Options Held
47.7KPut Options Held
46.5K-
Lpl Financial LLC Fort Mill, SC7.24MShares$344 Million0.17% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.39MShares$256 Million0.11% of portfolio
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Morgan Stanley New York, NY5.3MShares$252 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.89MShares$185 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.88MShares$137 Million0.04% of portfolio