Number of Shares
418,133.00
Current Holdings Value*
$11.63 Mil
% of Portfolio
7.51%
Total Estimate Gain
$251,090.54
% of Total Estimate Gain
2.20%

Spectrum Investment Advisors, Inc.'s Invesco 1-30 Laddered Treasury ETF Holding Summary

As of 2025-03-31, Spectrum Investment Advisors, Inc. held 418,133.00 shares of Invesco 1-30 Laddered Treasury ETF(PLW), totaling $11.63 Mil. This investment constitutes 7.51% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds -% of the outstanding Invesco 1-30 Laddered Treasury ETF(PLW) stock.

The initial trade took place in 2023Q4. And since then Spectrum Investment Advisors, Inc. has made 5 purchases of PLW, at an average price of $27.28, for a total of 418,133.00 shares. Based on historical transaction data and PLW's current price of $27.88, Spectrum Investment Advisors, Inc.'s estimated gain on his PLW holdings is $251,090.54, reflecting a 2.20% gain to date.

Spectrum Investment Advisors, Inc. PLW ($27.88) Holding Chart

Spectrum Investment Advisors, Inc. 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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