Orgel Wealth Management, LLC Invesco 1 30 Laddered Treasury Transaction History

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 13,089 shares of PLW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,089
Previous 4,901,615 99.73%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
N/A
-4,888,526 Reduced 99.73%
13,089 $0
Q3 2024

Oct 17, 2024
BUY
N/A
385,793 Added 8.54%
4,901,615 $0
Q2 2024

Jul 22, 2024
BUY
N/A
73,450 Added 1.65%
4,515,822 $0
Q1 2024

Apr 15, 2024
BUY
$0.0 - $28.8 $0 - $5.13 Million
178,093 Added 4.18%
4,442,372 $0
Q4 2023

Jan 11, 2024
BUY
$25.78 - $29.11 $840,788 - $949,393
32,614 Added 0.77%
4,264,279 $123 Million
Q3 2023

Oct 26, 2023
BUY
$26.74 - $29.35 $113 Million - $124 Million
4,231,665 New
4,231,665 $113 Million

Others Institutions Holding PLW

# of Institutions
75
Shares Held
22.1M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO 1-30 LADDERED TREASURY

PLW Quotes by TradingView
  • Ticker PLW
  • Sector ETFs
  • Industry ETFs
More about PLW
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