Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 30,402 shares of RWJ stock, worth $1.35 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

30,402

Previous 29,276 3.85%

Holding current value

$1.35 Million

Previous $1.34 Million 7.62%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$40.15 - $47.73 $45,208 - $53,743	1,126 Added 3.85%	30,402 $1.24 Million
Q4 2024 Feb 14, 2025	SELL	$44.2 - $49.46 $42,564 - $47,629	-963 Reduced 3.18%	29,276 $1.34 Million
Q3 2024 Oct 11, 2024	BUY	$39.15 - $46.02 $119,211 - $140,130	3,045 Added 11.2%	30,239 $1.38 Million
Q2 2024 Aug 15, 2024	BUY	$39.16 - $42.3 $36,262 - $39,169	926 Added 3.53%	27,194 $1.09 Million
Q1 2024 May 10, 2024	SELL	$38.56 - $42.81 $25,565 - $28,383	-663 Reduced 2.46%	26,268 $1.12 Million
Q4 2023 Feb 14, 2024	BUY	$33.62 - $42.1 $42,663 - $53,424	1,269 Added 4.95%	26,931 $1.12 Million
Q3 2023 Nov 16, 2023	BUY	$35.65 - $117.78 $914,850 - $3.02 Million	25,662 New	25,662 $934,000

Others Institutions Holding RWJ

# of Institutions

213

Shares Held

24M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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Creative Planning Invesco Exchange Traded Fd Tr Transaction History