Schwallier Wealth Management LLC Invesco 1 30 Laddered Treasury Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Invesco 1 30 Laddered Treasury stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 303,483 shares of PLW stock, worth $0. This represents 5.26% of its overall portfolio holdings.

Number of Shares
303,483
Previous 284,788 6.56%
Holding current value
$0
Previous $7.82 Billion 7.69%
% of portfolio
5.26%
Previous 4.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
18,695 Added 6.56%
303,483 $8.42 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
72,043 Added 33.86%
284,788 $7.82 Billion
Q1 2025

Aug 14, 2025
BUY
N/A
212,745 New
212,745 $5.92 Billion

Others Institutions Holding PLW

# of Institutions
99
Shares Held
24M
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 Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC 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 Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email