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
Q3 2022 Nov 03, 2022	BUY	$69.0 - $87.76 $690 - $877	10 Added 0.34%	2,918 $204,000
Q2 2022 Aug 15, 2022	BUY	$71.91 - $103.73 $209,114 - $301,646	2,908 New	2,908 $210,000

Others Institutions Holding PYZ

# of Institutions

36

Shares Held

178K

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

42.4K
Shares

$3.75 Million
0.0% of portfolio
Morgan Stanley New York, NY

21.4K
Shares

$1.89 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

14K
Shares

$1.23 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

10.4K
Shares

$919,203
0.0% of portfolio
Concentric Wealth Management, LLC Lafayette, CA

10.3K
Shares

$909,490
0.21% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PYZ
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