Creative Planning Invesco Trust For Investment Grade New York Municipals Transaction History

Creative Planning

$103 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Jan 17, 2018	SELL	$13.53 - $13.86 $76,782 - $78,655	-5,675 Reduced 33.84%	11,093 $152,000
Q3 2017 Oct 17, 2017	BUY	$13.7 - $13.98 $229,721 - $234,416	16,768	16,768 $230,000

Others Institutions Holding VTN

# of Institutions

38

Shares Held

5.53M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

409K
Shares

$4.33 Million
0.1% of portfolio
Guggenheim Capital LLC Chicago, IL

351K
Shares

$3.72 Million
0.03% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

264K
Shares

$2.8 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

250K
Shares

$2.65 Million
0.0% of portfolio
Saba Capital Management, L.P. New York, NY

201K
Shares

$2.13 Million
0.05% of portfolio

About Invesco Trust for Investment Grade New York Municipals

Ticker VTN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Invesco Trust for Investment Grade New York Municipals is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INV...

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