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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,878 shares of PLW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,878
Previous 7,120 3.4%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-242 Reduced 3.4%
6,878 $0
Q1 2025

May 15, 2025
SELL
N/A
-10,024 Reduced 58.47%
7,120 $0
Q4 2024

Feb 13, 2025
BUY
N/A
17,144 New
17,144 $0

Others Institutions Holding PLW

# of Institutions
95
Shares Held
18.8M
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
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