Creative Planning
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Creative Planning’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Creative Planning’s Portfolio PZT Stock Details PZT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$257K Hold
2023
Q1 		$258K Hold
2022
Q4 		$250K Buy