Creative Planning Invesco Exchange Traded Fd Tr Call Options Transaction History

Creative Planning

$103 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PBP

# of Institutions

64

Shares Held

2.77M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

518K
Shares

$12.5 Million
0.0% of portfolio
Mai Capital Management

277K
Shares

$6.68 Million
0.05% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

203K
Shares

$4.9 Million
1.04% of portfolio
Q3 Asset Management

174K
Shares

$4.21 Million
2.56% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

121K
Shares

$2.91 Million
0.08% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBP
Sector ETFs
Industry ETFs

Track This Portfolio

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.