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

Orgel Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

17.8M

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