Consolidated Planning Corp Invesco Exchange Traded Fd Tr Call Options Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PFI

# of Institutions

31

Shares Held

754K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

268K
Shares

$16.4 Million
1.4% of portfolio
Janney Montgomery Scott LLC

120K
Shares

$7.34 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

56.5K
Shares

$3.46 Million
0.0% of portfolio
Morgan Stanley New York, NY

42.4K
Shares

$2.6 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

38.8K
Shares

$2.38 Million
0.24% of portfolio

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