Ae Wealth Management LLC Invesco 1 30 Laddered Treasury Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Ae Wealth Management LLC holds 646 shares of PLW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
646
Previous 3,311 80.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
N/A
-2,665 Reduced 80.49%
646 $0
Q4 2024

Feb 13, 2025
BUY
N/A
3,311 New
3,311 $0
Q4 2020

Feb 01, 2021
SELL
$38.11 - $39.3 $1.47 Million - $1.51 Million
-38,530 Closed
0 $0
Q3 2020

Nov 06, 2020
BUY
$38.97 - $40.37 $1.5 Million - $1.56 Million
38,530 New
38,530 $1.51 Million

Others Institutions Holding PLW

# of Institutions
82
Shares Held
22.5M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO 1-30 LADDERED TREASURY

PLW Quotes by TradingView
  • Ticker PLW
  • Sector ETFs
  • Industry ETFs
More about PLW
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email