Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 57,314 shares of PHO stock, worth $3.66 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

57,314

Previous 57,294 0.03%

Holding current value

$3.66 Million

Previous $3.49 Million 9.44%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$58.49 - $66.57 $1,169 - $1,331	20 Added 0.03%	57,314 $3.82 Million
Q4 2023 Feb 14, 2024	BUY	$49.77 - $61.28 $35,734 - $43,999	718 Added 1.27%	57,294 $3.49 Million
Q3 2023 Nov 16, 2023	SELL	$52.79 - $58.32 $23,808 - $26,302	-451 Reduced 0.79%	56,576 $3.01 Million
Q2 2023 Jul 21, 2023	SELL	$51.27 - $56.39 $13,125 - $14,435	-256 Reduced 0.45%	57,027 $3.22 Million
Q1 2023 May 15, 2023	SELL	$50.61 - $55.5 $452,250 - $495,948	-8,936 Reduced 13.49%	57,283 $3.06 Million

Q4 2022 Feb 10, 2023	BUY	$48.2 - $53.8 $17,882 - $19,959	371 Added 0.56%	66,219 $3.41 Million
Q3 2022 Nov 03, 2022	BUY	N/A	1,576 Added 2.45%	65,848 $3.01 Million
Q2 2022 Aug 15, 2022	BUY	N/A	1,514 Added 2.41%	64,272 $2.97 Million
Q1 2022 May 16, 2022	SELL	N/A	-1,166 Reduced 1.82%	62,758 $3.33 Million
Q4 2021 Feb 11, 2022	BUY	N/A	757 Added 1.2%	63,924 $3.89 Million
Q3 2021 Nov 10, 2021	BUY	N/A	3,220 Added 5.37%	63,167 $3.46 Million
Q2 2021 Aug 04, 2021	BUY	N/A	3,032 Added 5.33%	59,947 $3.21 Million
Q1 2021 Apr 30, 2021	SELL	N/A	-1,973 Reduced 3.35%	56,915 $2.81 Million
Q4 2020 Jan 29, 2021	BUY	N/A	4,645 Added 8.56%	58,888 $2.74 Million
Q3 2020 Nov 05, 2020	BUY	N/A	5,668 Added 11.67%	54,243 $2.15 Million
Q2 2020 Jul 23, 2020	SELL	N/A	-177 Reduced 0.36%	48,575 $1.77 Million
Q1 2020 May 05, 2020	SELL	N/A	-1,514 Reduced 3.01%	48,752 $1.53 Million
Q4 2019 Jan 30, 2020	BUY	N/A	373 Added 0.75%	50,266 $1.94 Million
Q3 2019 Nov 01, 2019	BUY	N/A	2,763 Added 5.86%	49,893 $1.83 Million
Q2 2019 Jul 26, 2019	BUY	N/A	1,886 Added 4.17%	47,130 $1.68 Million
Q1 2019 Apr 24, 2019	BUY	N/A	677 Added 1.52%	45,244 $1.54 Million
Q4 2018 Feb 01, 2019	BUY	N/A	5,252 Added 13.36%	44,567 $1.26 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-48 Reduced 0.12%	39,315 $1.25 Million
Q2 2018 Jul 20, 2018	BUY	N/A	39,363 New	39,363 $1.19 Million

Others Institutions Holding PHO

# of Institutions

383

Shares Held

11.9M

Call Options Held

14.8K

Put Options Held

9.9K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
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Creative Planning Invesco Exchange Traded Fd Tr Transaction History