Creative Planning Invesco Exchange Traded Fd Tr Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 9,223 shares of PFM stock, worth $436,340. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,223
Previous 9,313
0.97%
Holding current value
$436,340
Previous $397,000
8.06%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding PFM
# of Institutions
128Shares Held
8.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$96.7 Million0.04% of portfolio
-
Flaharty Asset Management, LLC820KShares$38.8 Million5.61% of portfolio
-
Morgan Stanley New York, NY673KShares$31.8 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$22 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$20.2 Million0.51% of portfolio