Schwallier Wealth Management LLC Invesco 1 30 Laddered Treasury Transaction History

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025

A detailed history of Schwallier Wealth Management LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 284,788 shares of PLW stock, worth $0. This represents 4.78% of its overall portfolio holdings.

Number of Shares
284,788
Previous 212,745 33.86%
Holding current value
$0
Previous $5.92 Billion 32.18%
% of portfolio
4.78%
Previous 4.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
72,043 Added 33.86%
284,788 $7.82 Billion
Q1 2025

Aug 14, 2025
BUY
N/A
212,745 New
212,745 $5.92 Billion

Others Institutions Holding PLW

# of Institutions
90
Shares Held
17.7M
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
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