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 4,515,822 shares of PLW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,515,822
Previous 4,442,372 1.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO 1-30 LADDERED TREASURY


  • Ticker PLW
  • Sector ETFs
  • Industry ETFs
More about PLW
Track This Portfolio

Track Orgel Wealth Management, LLC Portfolio

Follow Orgel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.