Creative Planning Invesco Fd Tr Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Invesco Fd Tr stock. As of the latest transaction made, Creative Planning holds 4,245 shares of RZV stock, worth $477,689. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,245
Previous 4,235
0.24%
Holding current value
$477,689
Previous $420,000
10.48%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RZV
# of Institutions
74Shares Held
1.3MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$34.5 Million1.23% of portfolio
-
Morgan Stanley New York, NY218KShares$24.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC109KShares$12.2 Million0.01% of portfolio
-
All Square Wealth Management LLC Albany, NY72.5KShares$8.16 Million4.57% of portfolio
-
Armbruster Capital Management, Inc.69.6KShares$7.83 Million1.58% of portfolio