Creative Planning Invesco Bulletshares 2025 Muni Transaction History

Creative Planning

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	SELL	$23.73 - $24.49 $64,071 - $66,123	-2,700 Reduced 24.56%	8,295 $201,000
Q1 2022 May 16, 2022	SELL	$24.73 - $25.96 $4,327 - $4,543	-175 Reduced 1.57%	10,995 $273,000
Q3 2021 Nov 10, 2021	SELL	$25.96 - $26.13 $199,892 - $201,201	-7,700 Reduced 40.81%	11,170 $290,000
Q2 2021 Aug 04, 2021	BUY	$25.83 - $26.08 $487,412 - $492,129	18,870 New	18,870 $490,000

123

6.79M

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