Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 6,092 shares of RWL stock, worth $591,350. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,092

Previous 5,587 9.04%

Holding current value

$591,350

Previous $547,000 8.96%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$97.11 - $104.1 $49,040 - $52,570	505 Added 9.04%	6,092 $596,000
Q3 2024 Oct 11, 2024	BUY	$90.36 - $98.07 $49,878 - $54,134	552 Added 10.96%	5,587 $547,000
Q2 2024 Aug 15, 2024	SELL	$89.19 - $93.47 $225,739 - $236,572	-2,531 Reduced 33.45%	5,035 $466,000
Q1 2024 May 10, 2024	BUY	$84.24 - $93.73 $154,496 - $171,900	1,834 Added 32.0%	7,566 $709,000
Q4 2023 Feb 14, 2024	BUY	$74.89 - $85.43 $161,313 - $184,016	2,154 Added 60.2%	5,732 $489,000
Q3 2023 Nov 16, 2023	SELL	$78.03 - $82.8 $140,297 - $148,874	-1,798 Reduced 33.44%	3,578 $279,000
Q2 2023 Jul 21, 2023	BUY	$74.39 - $80.0 $127,281 - $136,880	1,711 Added 46.68%	5,376 $430,000
Q1 2023 May 15, 2023	BUY	$72.67 - $79.42 $266,335 - $291,074	3,665 New	3,665 $278,000

Others Institutions Holding RWL

# of Institutions

263

Shares Held

29M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
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Creative Planning Invesco Exchange Traded Fd Tr Transaction History