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
72
Shares Held
21.8M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO 1-30 LADDERED TREASURY

PLW Quotes by TradingView
  • Ticker PLW
  • Sector ETFs
  • Industry ETFs
More about PLW
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email