Arete Wealth Advisors, LLC Invesco 1 30 Laddered Treasury Transaction History

Arete Wealth Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 46,516 shares of PLW stock, worth $0. This represents 0.12% of its overall portfolio holdings.

Number of Shares
46,516
Previous 65,907 29.42%
Holding current value
$0
Previous $1.82 Million 25.85%
% of portfolio
0.12%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-19,391 Reduced 29.42%
46,516 $1.35 Million
Q2 2024

Aug 13, 2024
BUY
N/A
6,868 Added 11.63%
65,907 $1.82 Million
Q1 2024

May 15, 2024
BUY
$0.0 - $28.8 $0 - $241,747
8,394 Added 16.57%
59,039 $0
Q4 2023

Feb 14, 2024
BUY
$25.78 - $29.11 $1.31 Million - $1.47 Million
50,645 New
50,645 $1.46 Million
Q2 2023

Aug 09, 2023
BUY
$28.89 - $30.5 $1.43 Million - $1.51 Million
49,498 New
49,498 $1.44 Million

Others Institutions Holding PLW

# of Institutions
75
Shares Held
26.8M
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 Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, 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 Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email