Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

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 10,082 shares of PKW stock, worth $1.3 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
10,082
Previous 10,589 4.79%
Holding current value
$1.3 Million
Previous $1.31 Billion 2.05%
% of portfolio
0.35%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$123.59 - $132.83 $62,660 - $67,344
-507 Reduced 4.79%
10,082 $1.34 Billion
Q2 2025

Jul 28, 2025
BUY
$98.58 - $123.6 $32,629 - $40,911
331 Added 3.23%
10,589 $1.31 Billion
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

# of Institutions
268
Shares Held
5.25M
Call Options Held
2K
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
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