Invesco 1 30 Laddered Treasury PLW

PLW Quotes by TradingView
Institutional shares held 20.9 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
# of Institutions 84

Quarterly Institutional Activity in PLW

Shares Bought
Shares Sold
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Top Institutions Holding PLW

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Latest Institutional Activity in PLW

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 213K ($0)
213K Shares purchased
New Holding
Q1 2025
Stewardship Advisors, LLC Shares Held: 735K ($0)
155K Shares purchased
26.62% Added
Q1 2025
Envestnet Asset Management Inc Shares Held: 264K ($0)
58.4K Shares purchased
28.42% Added
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 168K ($0)
24K Shares purchased
16.65% Added
Q1 2025
Janney Montgomery Scott LLC Shares Held: 134K ($0)
23.7K Shares purchased
21.55% Added
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Top Sells

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 105K ($0)
700K Shares sold
86.99% Reduced
Q1 2025
Total Clarity Wealth Management, Inc. Shares Held: 138K ($0)
1.59K Shares sold
1.14% Reduced
Q1 2025
Brookstone Capital Management Shares Held: 9.47K ($0)
1.12K Shares sold
10.59% Reduced
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 26.6K ($0)
210 Shares sold
0.78% Reduced
Q1 2025
Wagner Wealth Management, LLC Shares Held: 112 ($0)
109 Shares sold
49.32% Reduced
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About PLW

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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