A detailed history of Kingsview Wealth Management, LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 8,060 shares of PLW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,060
Previous 7,318 10.14%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024

BUY
N/A
742 Added 10.14%
8,060 $0
Q1 2024

May 09, 2024

SELL
$0.0 - $28.8 $0 - $91,843
-3,189 Reduced 30.35%
7,318 $0
Q4 2023

Feb 08, 2024

SELL
$25.78 - $29.11 $59,938 - $67,680
-2,325 Reduced 18.12%
10,507 $302,000
Q3 2023

Nov 07, 2023

SELL
$26.74 - $29.35 $133 - $146
-5 Reduced 0.04%
12,832 $344,000
Q2 2023

Aug 10, 2023

BUY
$28.89 - $30.5 $50,730 - $53,558
1,756 Added 15.85%
12,837 $374,000
Q1 2023

May 15, 2023

BUY
$28.41 - $30.28 $106,963 - $114,004
3,765 Added 51.46%
11,081 $331,000
Q1 2022

Feb 08, 2024

SELL
$33.24 - $36.07 $106,068 - $115,099
-3,191 Reduced 30.37%
7,316 $246,000
Q4 2021

Feb 17, 2022

SELL
$35.84 - $37.38 $160,025 - $166,901
-4,465 Reduced 37.9%
7,316 $267,000
Q1 2020

May 11, 2020

BUY
$34.68 - $40.27 $408,565 - $474,420
11,781 New
11,781 $464,000

Others Institutions Holding PLW

About INVESCO 1-30 LADDERED TREASURY


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