Concord Wealth Partners Invesco 1 30 Laddered Treasury Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Concord Wealth Partners holds 6,485 shares of PLW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,485
Previous 4,088 58.64%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
N/A
2,397 Added 58.64%
6,485 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-34 Reduced 0.82%
4,088 $0
Q1 2024

Apr 30, 2024
BUY
$0.0 - $28.8 $0 - $110,678
3,843 Added 1377.42%
4,122 $0
Q4 2023

Apr 30, 2024
SELL
$25.78 - $29.11 $22,067 - $24,918
-856 Reduced 75.42%
279 $8,000
Q4 2023

Feb 05, 2024
SELL
$25.78 - $29.11 $22,067 - $24,918
-856 Reduced 75.42%
279 $8,000
Q3 2023

Apr 30, 2024
BUY
$26.74 - $29.35 $22,889 - $25,123
856 Added 306.81%
1,135 $30,000
Q3 2023

Oct 25, 2023
SELL
$26.74 - $29.35 $237,050 - $260,187
-8,865 Reduced 88.65%
1,135 $30,000
Q2 2023

Aug 07, 2023
BUY
$28.89 - $30.5 $19,009 - $20,069
658 Added 7.04%
10,000 $291,000
Q1 2023

Apr 26, 2023
SELL
$28.41 - $30.28 $170,403 - $181,619
-5,998 Reduced 39.1%
9,342 $279,000
Q4 2022

Jan 27, 2023
SELL
$27.64 - $30.14 $1.04 Million - $1.14 Million
-37,698 Reduced 71.08%
15,340 $440,000
Q3 2022

Nov 10, 2022
BUY
$29.35 - $32.28 $76,192 - $83,798
2,596 Added 5.15%
53,038 $1.53 Million
Q2 2022

Aug 04, 2022
SELL
$30.03 - $33.75 $65,675 - $73,811
-2,187 Reduced 4.16%
50,442 $1.57 Million
Q1 2022

Apr 20, 2022
BUY
$33.24 - $36.07 $1.71 Million - $1.86 Million
51,557 Added 4809.42%
52,629 $1.78 Million
Q4 2021

Jan 21, 2022
BUY
$35.84 - $37.38 $38,420 - $40,071
1,072 New
1,072 $39,000

Others Institutions Holding PLW

# of Institutions
75
Shares Held
26.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO 1-30 LADDERED TREASURY

PLW Quotes by TradingView
  • Ticker PLW
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More about PLW
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