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

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

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 17,144 shares of PLW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,144

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	N/A	17,144 New	17,144 $0

Others Institutions Holding PLW

# of Institutions

Shares Held

21.2M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

8.76M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

3.04M
Shares

$0
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

1.23M
Shares

$0
0.59% of portfolio
Dynamic Advisor Solutions LLC

805K
Shares

$0
0.0% of portfolio
Stewardship Advisors, LLC

580K
Shares

$0
0.0% of portfolio

View Full List

About INVESCO 1-30 LADDERED TREASURY

Ticker PLW
Sector ETFs
Industry ETFs

More about PLW

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