Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 3,777 shares of CZA stock, worth $410,937. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,777
Previous 3,777 -0.0%
Holding current value
$410,937
Previous $368,000 11.14%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$82.74 - $95.11 $25,235 - $29,008
-305 Reduced 7.47%
3,777 $329,000
Q4 2022

Feb 10, 2023
BUY
$79.52 - $93.19 $47,473 - $55,634
597 Added 17.13%
4,082 $362,000
Q2 2021

Aug 04, 2021
BUY
$84.93 - $91.75 $295,981 - $319,748
3,485 New
3,485 $313,000
Q4 2019

Jan 30, 2020
SELL
$69.9 - $78.32 $214,453 - $240,285
-3,068 Closed
0 $0
Q3 2019

Nov 01, 2019
SELL
$72.37 - $73.51 $11,289 - $11,467
-156 Reduced 4.84%
3,068 $223,000
Q2 2019

Jul 26, 2019
BUY
N/A
3,224 New
3,224 $231,000

Others Institutions Holding CZA

# of Institutions
62
Shares Held
881K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email