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 207,501 shares of PBP stock, worth $4.48 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
207,501
Previous 218,355
4.97%
Holding current value
$4.48 Million
Previous $5.15 Million
10.61%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PBP
# of Institutions
62Shares Held
3.98MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ635KShares$13.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY553KShares$11.9 Million0.0% of portfolio
-
Mai Capital Management348KShares$7.51 Million0.06% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC203KShares$4.39 Million1.04% of portfolio
-
River Tree Advisors, LLC Winter Park, FL153KShares$3.31 Million2.56% of portfolio