Householder Group Estate & Retirement Specialist, LLC Invesco 1 30 Laddered Treasury Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 36 shares of PLW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 5,115 99.3%

Holding current value

Previous $148,000 100.0%

% of portfolio

0.0%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	N/A	-5,079 Reduced 99.3%	36 $0
Q3 2024 Oct 18, 2024	BUY	N/A	1,027 Added 25.12%	5,115 $148,000
Q2 2024 Jul 17, 2024	SELL	N/A	-356 Reduced 8.01%	4,088 $112,000
Q1 2024 May 03, 2024	BUY	$0.0 - $28.8 $0 - $4,262	148 Added 3.45%	4,444 $0
Q4 2023 Jan 23, 2024	BUY	$25.78 - $29.11 $15,700 - $17,727	609 Added 16.52%	4,296 $123,000
Q3 2023 Oct 10, 2023	BUY	$26.74 - $29.35 $5,615 - $6,163	210 Added 6.04%	3,687 $98,000
Q1 2023 Apr 13, 2023	BUY	$28.41 - $30.28 $98,781 - $105,283	3,477 New	3,477 $104,000
Q3 2022 Oct 11, 2022	BUY	$29.35 - $32.28 $47,077 - $51,777	1,604 New	1,604 $46,000

Others Institutions Holding PLW

# of Institutions

Shares Held

22M

Call Options Held

Put Options Held

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About INVESCO 1-30 LADDERED TREASURY

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Householder Group Estate & Retirement Specialist, LLC Invesco 1 30 Laddered Treasury Transaction History