Number of Shares
60,390.00
Current Holdings Value*
$1.66 Mil
% of Portfolio
0.05%
Total Estimate Gain
$-399,605.86
% of Total Estimate Gain
-1.74%

Dynamic Advisor Solutions LLC's Invesco 1-30 Laddered Treasury ETF Holding Summary

As of 2025-06-30, Dynamic Advisor Solutions LLC held 60,390.00 shares of Invesco 1-30 Laddered Treasury ETF(PLW), totaling $1.66 Mil. This investment constitutes 0.05% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds -% of the outstanding Invesco 1-30 Laddered Treasury ETF(PLW) stock.

The initial trade took place in 2021Q2. And since then Dynamic Advisor Solutions LLC has made 9 purchases of PLW, at an average price of $28.00, for a total of 820,386.00 shares. In addition, there have been 4 sales at an average price of $27.49 for 759,996.00 shares. Based on historical transaction data and PLW's current price of $27.88, Dynamic Advisor Solutions LLC's estimated gain on his PLW holdings is $-399,605.86, reflecting a -1.74% gain to date.

Dynamic Advisor Solutions LLC PLW ($27.88) Holding Chart

Dynamic Advisor Solutions 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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