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 30,239 shares of RWJ stock, worth $1.38 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30,239
Previous 27,194
11.2%
Holding current value
$1.38 Million
Previous $1.09 Million
26.91%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding RWJ
# of Institutions
191Shares Held
20.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.91MShares$133 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.22MShares$102 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.9MShares$87.1 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.33MShares$60.9 Million5.62% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$59.1 Million0.08% of portfolio