Asset Allocation Strategies LLC PLW Holdings History
Asset Allocation Strategies LLC's Invesco 1-30 Laddered Treasury ETF Holding Summary
As of 2025-03-31, Asset Allocation Strategies LLC held 287,051.00 shares of Invesco 1-30 Laddered Treasury ETF(PLW), totaling $7.99 Mil. This investment constitutes 1.99% of their stock portfolio, and Asset Allocation Strategies LLC now holds -% of the outstanding Invesco 1-30 Laddered Treasury ETF(PLW) stock.
The initial trade took place in 2024Q2. And since then Asset Allocation Strategies LLC has made 3 purchases of PLW, at an average price of $27.82, for a total of 451,178.00 shares. In addition, there have been 1 sales at an average price of $27.84 for 164,127.00 shares. Based on historical transaction data and PLW's current price of $27.88, Asset Allocation Strategies LLC's estimated gain on his PLW holdings is $19,585.83, reflecting a 0.16% gain to date.
Asset Allocation Strategies LLC PLW ($27.88) Holding Chart
Asset Allocation Strategies LLC PLW ($27.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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