Center For Financial Planning, Inc. Invesco Exchange Traded Fd Tr Transaction History

Center For Financial Planning, Inc.

$781 Million
Q1 2025

A detailed history of Center For Financial Planning, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 20,439 shares of PRF stock, worth $829,005. This represents 0.11% of its overall portfolio holdings.

Number of Shares

20,439

Previous 20,576 0.67%

Holding current value

$829,005

Previous $830,000 0.6%

% of portfolio

0.11%

Previous 0.11%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$39.4 - $42.61 $5,397 - $5,837	-137 Reduced 0.67%	20,439 $825,000
Q4 2024 Jan 30, 2025	SELL	$40.15 - $42.9 $8,913 - $9,523	-222 Reduced 1.07%	20,576 $830,000
Q3 2024 Oct 15, 2024	SELL	$37.33 - $40.63 $164,475 - $179,015	-4,406 Reduced 17.48%	20,798 $845,000
Q2 2024 Jul 18, 2024	SELL	$36.45 - $38.58 $30,107 - $31,867	-826 Reduced 3.17%	25,204 $956,000
Q1 2024 Apr 25, 2024	SELL	$34.62 - $38.47 $7,685 - $8,540	-222 Reduced 0.85%	26,030 $1 Million
Q4 2023 Jan 29, 2024	BUY	$30.37 - $35.31 $91 - $105	3 Added 0.01%	26,252 $924,000
Q3 2023 Oct 24, 2023	BUY	$31.76 - $166.28 $659,528 - $3.45 Million	20,766 Added 378.73%	26,249 $835,000
Q2 2023 Aug 09, 2023	BUY	$153.31 - $163.65 $153 - $163	1 Added 0.02%	5,483 $897,000
Q1 2023 May 02, 2023	BUY	$149.47 - $165.35 $149 - $165	1 Added 0.02%	5,482 $859,000
Q4 2022 Jan 27, 2023	SELL	$28.1 - $163.61 $22,451 - $130,724	-799 Reduced 12.72%	5,481 $0
Q3 2022 Oct 14, 2022	BUY	$27.75 - $164.89 $27 - $164	1 Added 0.02%	6,280 $871,000
Q2 2022 Aug 12, 2022	BUY	$145.08 - $172.75 $145 - $172	1 Added 0.02%	6,279 $931,000
Q1 2022 May 03, 2022	SELL	$162.0 - $175.48 $16,524 - $17,898	-102 Reduced 1.6%	6,278 $1.07 Million
Q4 2021 Feb 08, 2022	SELL	$159.9 - $171.95 $108,891 - $117,097	-681 Reduced 9.64%	6,380 $1.1 Million
Q3 2021 Oct 27, 2021	SELL	$155.35 - $165.12 $70,684 - $75,129	-455 Reduced 6.05%	7,061 $1.12 Million
Q2 2021 Jul 29, 2021	SELL	$152.89 - $163.76 $61,003 - $65,340	-399 Reduced 5.04%	7,516 $1.21 Million
Q1 2021 May 10, 2021	BUY	$131.4 - $153.47 $1.04 Million - $1.21 Million	7,915 New	7,915 $1.2 Million
Q3 2020 Nov 12, 2020	SELL	$107.02 - $121.04 $373,392 - $422,308	-3,489 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$113.69 - $127.09 $396,664 - $443,417	3,489 New	3,489 $442,000

Others Institutions Holding PRF

# of Institutions

573

Shares Held

137M

Call Options Held

2.4K

Put Options Held

300

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Center For Financial Planning, Inc. Invesco Exchange Traded Fd Tr Transaction History