Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

  • $93.6 Billion
  • Q2 2024

A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 27,194 shares of RWJ stock, worth $1.18 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,194
Previous 26,268 3.53%
Holding current value
$1.18 Million
Previous $1.12 Million 3.11%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
176
Shares Held
19.6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

RWJ Quotes by TradingView
  • Ticker RWJ
  • Sector ETFs
  • Industry ETFs
More about RWJ
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email