Pensionmark Financial Group, LLC Invesco 1 30 Laddered Treasury Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 17,710 shares of PLW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,710
Previous 17,211 2.9%
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
Q3 2025

Oct 15, 2025
BUY
N/A
499 Added 2.9%
17,710 $0
Q2 2025

Aug 04, 2025
BUY
N/A
838 Added 5.12%
17,211 $0
Q1 2025

Apr 29, 2025
BUY
N/A
1,079 Added 7.06%
16,373 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-2,812 Reduced 15.53%
15,294 $0
Q3 2024

Nov 14, 2024
BUY
N/A
1,069 Added 6.27%
18,106 $0
Q2 2024

Aug 14, 2024
BUY
N/A
17,037 New
17,037 $0

Others Institutions Holding PLW

# of Institutions
93
Shares Held
18.7M
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
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email