Creative Planning Invesco Fd Tr Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Invesco Fd Tr stock. As of the latest transaction made, Creative Planning holds 4,254 shares of RZV stock, worth $440,118. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,254
Previous 4,245
0.21%
Holding current value
$440,118
Previous $464,000
1.94%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding RZV
# of Institutions
81Shares Held
1.31MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$31.7 Million1.26% of portfolio
-
Morgan Stanley New York, NY212KShares$21.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC102KShares$10.6 Million0.0% of portfolio
-
All Square Wealth Management LLC Albany, NY71.9KShares$7.44 Million4.66% of portfolio
-
Armbruster Capital Management, Inc.69.6KShares$7.2 Million1.58% of portfolio