Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$25.68 - $36.33 $255,541 - $361,519	-9,951 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$20.16 - $28.48 $200,612 - $283,404	9,951 New	9,951 $276,000

Others Institutions Holding PXE

# of Institutions

54

Shares Held

1.29M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

240K
Shares

$7.51 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

142K
Shares

$4.43 Million
2.49% of portfolio
Lpl Financial LLC Fort Mill, SC

127K
Shares

$3.97 Million
0.0% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

98.4K
Shares

$3.08 Million
1.62% of portfolio
Morgan Stanley New York, NY

79.6K
Shares

$2.49 Million
0.0% of portfolio

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