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 218,355 shares of PBP stock, worth $4.83 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

218,355

Holding current value

$4.83 Million

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$22.51 - $23.75 $4.92 Million - $5.19 Million	218,355 New	218,355 $5.15 Million

Others Institutions Holding PBP

# of Institutions

Shares Held

2.79M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

518K
Shares

$11.5 Million
0.0% of portfolio
Mai Capital Management

277K
Shares

$6.13 Million
0.05% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

203K
Shares

$4.5 Million
1.04% of portfolio
Q3 Asset Management

174K
Shares

$3.86 Million
2.56% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

121K
Shares

$2.67 Million
0.08% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBP
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Creative Planning Invesco Exchange Traded Fd Tr Transaction History