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 5,062 shares of PEJ stock, worth $273,702. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,062
Previous 5,739 11.8%
Holding current value
$273,702
Previous $260,000 7.31%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024
SELL
$42.41 - $47.94 $28,711 - $32,455
-677 Reduced 11.8%
5,062 $241,000
Q1 2024

May 10, 2024
BUY
$39.99 - $46.28 $14,116 - $16,336
353 Added 6.55%
5,739 $265,000
Q4 2023

Feb 14, 2024
SELL
$34.95 - $42.38 $8,737 - $10,595
-250 Reduced 4.44%
5,386 $225,000
Q3 2023

Nov 16, 2023
SELL
$37.67 - $43.23 $720,137 - $826,427
-19,117 Reduced 77.23%
5,636 $215,000
Q2 2023

Jul 21, 2023
BUY
$39.15 - $41.83 $57,511 - $61,448
1,469 Added 6.31%
24,753 $1.04 Million
Q1 2023

May 15, 2023
SELL
$36.29 - $42.16 $47,031 - $54,639
-1,296 Reduced 5.27%
23,284 $947,000
Q4 2022

Feb 10, 2023
SELL
$35.09 - $39.62 $24,282 - $27,417
-692 Reduced 2.74%
24,580 $894,000
Q3 2022

Nov 03, 2022
BUY
$34.6 - $42.43 $5,570 - $6,831
161 Added 0.64%
25,272 $876,000
Q2 2022

Aug 15, 2022
BUY
$35.63 - $48.89 $675,224 - $926,514
18,951 Added 307.65%
25,111 $911,000
Q1 2022

May 16, 2022
BUY
$42.87 - $50.75 $85 - $101
2 Added 0.03%
6,160 $300,000
Q4 2021

Feb 11, 2022
SELL
$44.18 - $53.27 $28,893 - $34,838
-654 Reduced 9.6%
6,158 $302,000
Q3 2021

Nov 10, 2021
BUY
$47.19 - $52.38 $2,925 - $3,247
62 Added 0.92%
6,812 $343,000
Q2 2021

Aug 04, 2021
BUY
$42.16 - $53.93 $10,076 - $12,889
239 Added 3.67%
6,750 $353,000
Q1 2021

Apr 30, 2021
BUY
$38.89 - $54.78 $253,212 - $356,672
6,511 New
6,511 $299,000

Others Institutions Holding PEJ

# of Institutions
106
Shares Held
2.17M
Call Options Held
4.8K
Put Options Held
7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEJ Quotes by TradingView
  • Ticker PEJ
  • Sector ETFs
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More about PEJ
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