Kwb Wealth Invesco 1 30 Laddered Treasury Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding PLW
# of Institutions
72Shares Held
22.1MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA8.18MShares$00.0% of portfolio
-
Orgel Wealth Management, LLC4.9MShares$00.0% of portfolio
-
Pfs Investments Inc. Duluth, GA1.23MShares$00.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC1MShares$00.0% of portfolio
-
Bank Of America Corp Charlotte, NC885KShares$00.0% of portfolio