Consolidated Planning Corp Invesco Exchange Traded Fd Tr Transaction History

Consolidated Planning Corp

$550 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$40.12 - $43.76 $4,011 - $4,376	100 Added 0.24%	41,113 $1.67 Million
Q3 2022 Nov 04, 2022	BUY	N/A	41,013 New	41,013 $1.57 Million

Others Institutions Holding PFI

# of Institutions

32

Shares Held

756K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

268K
Shares

$13.1 Million
1.36% of portfolio
Janney Montgomery Scott LLC

150K
Shares

$7.31 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

57.3K
Shares

$2.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

39.6K
Shares

$1.93 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

27K
Shares

$1.32 Million
0.21% of portfolio

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