Latest Institutional Sells of Invesco 1 30 Laddered Treasury (PLW)

PLW Quotes by TradingView

This list provides information on the latest institutional transactions involving Invesco 1 30 Laddered Treasury (PLW) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 14, 2024 Q3 2024
Sequent Planning LLC

Omaha, NE
SELL
 -
-39.5K
- 46.33%
N/A
45.7K $0
Nov 14, 2024 Q3 2024
Ubs Group Ag

SELL
 -
-19.5K
- 32.63%
N/A
40.2K $0
Nov 14, 2024 Q3 2024
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-19.4K
- 29.42%
N/A
46.5K $0
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
SELL
 -
-16K
- 1.81%
N/A
869K $0
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-13.7K
- 28.46%
N/A
34.4K $0
Nov 14, 2024 Q3 2024
Royal Bank Of Canada

Toronto, A6
SELL
 -
-6.23K
- 2.16%
N/A
282K $0
Oct 23, 2024 Q3 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-3.48K
- 5.02%
N/A
65.9K $0
Nov 13, 2024 Q3 2024
Private Trust CO Na

SELL
 -
-2.55K
- 23.17%
N/A
8.45K $0
Oct 21, 2024 Q3 2024
Sequoia Financial Advisors, LLC

SELL
 -
-2.07K
- 21.02%
N/A
7.77K $0
Oct 08, 2024 Q3 2024
Cwm, LLC

SELL
 -
-600
- 50.38%
N/A
591 $0
Q2 2024
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

SELL
 -
-1.74K
- 87.46%
N/A
250 $0
Jul 23, 2024 Q2 2024
Security Financial Services, Inc.

SELL
 -
-1.42K
- 11.22%
N/A
11.3K $0
Jul 10, 2024 Q2 2024
Richard P Slaughter Associates Inc

SELL
 -
-1.13K
- 9.13%
N/A
11.2K $0
Aug 15, 2024 Q2 2024
Comerica Bank

SELL
 -
-857
- 34.65%
N/A
1.62K $0
Aug 14, 2024 Q2 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-429
- 51.56%
N/A
403 $0
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

SELL
 -
-405
- 48.68%
N/A
427 $0
Q1 2024
May 06, 2024 Q1 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
SELL
 -
-149K
- 94.59%
$0 - $4.31M
8.55K $0
Apr 02, 2024 Q1 2024
St Germain D J CO Inc

Springfield, MA
SELL
 -
-1.53K
- 23.79%
$0 - $43.9K
4.89K $0
May 14, 2024 Q1 2024
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-150
- 12.04%
$0 - $4.32K
1.1K $0
Q4 2023
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

SELL
 -
-3.77K
- 58.14%
$97.1K - $110K
2.71K $0
Q2 2023
Jul 28, 2023 Q2 2023
Hallmark Capital Management Inc

SELL
 -
-72
- 21.82%
$2.08K - $2.2K
258 $0
Q1 2023
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-2.05K
- 70.78%
$58.2K - $62K
846 $0
Apr 12, 2023 Q1 2023
Piershale Financial Group, Inc.

SELL
 -
-50
- 21.46%
$1.42K - $1.51K
183 $0
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-4
- 0.49%
$114 - $121
807 $0
Q4 2022
Nov 06, 2024 Q4 2022
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-17.6K
Closed
$487K - $531K
0 $0
Q3 2022
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-5.13K
- 42.29%
$151K - $166K
7K $0
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
SELL
 -
-38
- 32.48%
$1.12K - $1.23K
79 $0
Q2 2022
Jul 28, 2022 Q2 2022
Royal Fund Management, LLC

SELL
 -
-151K
Closed
$4.53M - $5.09M
0 $0
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

SELL
 -
-27K
Closed
$812K - $912K
0 $0
Aug 15, 2022 Q2 2022
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-10.7K
Closed
$320K - $360K
0 $0
Aug 04, 2022 Q2 2022
Barber Financial Group, Inc.

SELL
 -
-7.39K
Closed
$222K - $249K
0 $0
Aug 03, 2022 Q2 2022
Stephens Inc

SELL
 -
-6.62K
Closed
$199K - $223K
0 $0
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-302
- 38.37%
$9.07K - $10.2K
485 $0
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
SELL
 -
-10
- 20.83%
$300 - $338
38 $0
Q1 2022
May 16, 2022 Q1 2022
Two Sigma Securities, LLC

New York, NY
SELL
 -
-15K
Closed
$500K - $543K
0 $0
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-8.93K
Closed
$297K - $322K
0 $0
Apr 21, 2022 Q1 2022
First Heartland Consultants, Inc.

SELL
 -
-5.87K
Closed
$195K - $212K
0 $0
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-233
Closed
$7.74K - $8.4K
0 $0
Q4 2021
Feb 10, 2022 Q4 2021
Csenge Advisory Group

SELL
 -
-21.2K
Closed
$759K - $792K
0 $0
Jan 20, 2022 Q4 2021
Minot Wealth Management LLC

SELL
 -
-11.4K
Closed
$407K - $424K
0 $0
Feb 10, 2022 Q4 2021
Flagship Harbor Advisors, LLC

SELL
 -
-10.5K
Closed
$375K - $391K
0 $0
Jan 18, 2022 Q4 2021
Kovack Advisors, Inc.

SELL
 -
-9K
Closed
$323K - $336K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-210
Closed
$7.53K - $7.85K
0 $0
Q3 2021
Oct 28, 2021 Q3 2021
Marshall Financial Group LLC

SELL
 -
-16.3K
Closed
$591K - $611K
0 $0
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-893
- 32.0%
$32.4K - $33.5K
1.9K $0
Q2 2021
Jul 20, 2021 Q2 2021
Raymond James Trust N.A.

SELL
 -
-13.2K
Closed
$464K - $482K
0 $0
Aug 11, 2021 Q2 2021
Harfst & Associates, Inc.

SELL
 -
-12.7K
Closed
$447K - $464K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.11K
Closed
$39K - $40.4K
0 $0
Aug 16, 2021 Q2 2021
Fin Trust Capital Advisors, LLC

SELL
 -
-241
Closed
$8.49K - $8.81K
0 $0

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