True Wealth Design, LLC Invesco 1 30 Laddered Treasury Transaction History

True Wealth Design, LLC

$327 Billion
Q3 2025

A detailed history of True Wealth Design, LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, True Wealth Design, LLC holds 764 shares of PLW stock, worth $0. This represents 0.01% of its overall portfolio holdings.

Number of Shares

764

Holding current value

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 21, 2025	BUY	N/A	764 New	764 $21.2 Million

Others Institutions Holding PLW

# of Institutions

Shares Held

18.8M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.94M
Shares

$0
0.0% of portfolio
Invesco Ltd. Atlanta, GA

2.61M
Shares

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

1.23M
Shares

$0
0.59% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.04M
Shares

$0
0.0% of portfolio
Private Advisor Group, LLC

921K
Shares

$0
0.0% of portfolio

View Full List

About INVESCO 1-30 LADDERED TREASURY

Ticker PLW
Sector ETFs
Industry ETFs

More about PLW

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