A detailed history of Geneos Wealth Management Inc. transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 250 shares of PLW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
250
Previous 1,993 87.46%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
N/A
-1,743 Reduced 87.46%
250 $0
Q1 2024

May 03, 2024

SELL
$0.0 - $28.8 $0 - $304,934
-10,588 Reduced 84.16%
1,993 $0
Q4 2023

Jan 26, 2024

BUY
$25.78 - $29.11 $95,772 - $108,143
3,715 Added 41.9%
12,581 $362,000
Q3 2023

Oct 11, 2023

BUY
$26.74 - $29.35 $13,717 - $15,056
513 Added 6.14%
8,866 $237,000
Q2 2023

Aug 08, 2023

BUY
$28.89 - $30.5 $241,318 - $254,766
8,353 New
8,353 $243,000

Others Institutions Holding PLW

About INVESCO 1-30 LADDERED TREASURY


  • Ticker PLW
  • Sector ETFs
  • Industry ETFs
More about PLW
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