Steward Financial Group LLC Invesco 1 30 Laddered Treasury Transaction History

Steward Financial Group LLC

$315 Million
Q3 2023

A detailed history of Steward Financial Group LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Steward Financial Group LLC holds 4,423 shares of PLW stock, worth $0. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,423

Holding current value

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 20, 2023	BUY	$26.74 - $29.35 $118,271 - $129,815	4,423 New	4,423 $409,000

Others Institutions Holding PLW

# of Institutions

Shares Held

22.3M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

9.45M
Shares

$0
0.0% of portfolio
Orgel Wealth Management, LLC

4.44M
Shares

$0
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

1.23M
Shares

$0
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$0
0.0% of portfolio
Evergreen Capital Management LLC Bellevue, WA

992K
Shares

$0
0.0% of portfolio

View Full List

About INVESCO 1-30 LADDERED TREASURY

Ticker PLW
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Steward Financial Group LLC Invesco 1 30 Laddered Treasury Transaction History