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 3,146 shares of XMMO stock, worth $390,481. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,146

Previous 1,805 74.29%

Holding current value

$390,481

Previous $222,000 60.81%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$110.9 - $132.93 $148,716 - $178,259	1,341 Added 74.29%	3,146 $357,000
Q4 2024 Feb 14, 2025	BUY	$119.61 - $136.3 $15,310 - $17,446	128 Added 7.63%	1,805 $222,000
Q3 2024 Oct 11, 2024	SELL	$110.22 - $120.89 $705,408 - $773,696	-6,400 Reduced 79.24%	1,677 $201,000
Q2 2024 Aug 15, 2024	BUY	$106.61 - $117.53 $59,594 - $65,699	559 Added 7.44%	8,077 $920,000
Q1 2024 May 10, 2024	BUY	$87.09 - $114.86 $654,742 - $863,517	7,518 New	7,518 $863,000
Q1 2022 May 16, 2022	SELL	$79.16 - $91.92 $264,711 - $307,380	-3,344 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$84.73 - $96.52 $283,337 - $322,762	3,344 New	3,344 $304,000

Others Institutions Holding XMMO

# of Institutions

359

Shares Held

19.4M

Call Options Held

2.5K

Put Options Held

10.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
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Creative Planning Invesco Exchange Traded Fd Tr Transaction History