Number of Shares
731,359.00
Current Holdings Value*
$20.09 Mil
% of Portfolio
5.09%
Total Estimate Gain
$-187,604.39
% of Total Estimate Gain
-0.91%

Stewardship Advisors, LLC's Invesco 1-30 Laddered Treasury ETF Holding Summary

As of 2025-06-30, Stewardship Advisors, LLC held 731,359.00 shares of Invesco 1-30 Laddered Treasury ETF(PLW), totaling $20.09 Mil. This investment constitutes 5.09% of their stock portfolio, and Stewardship Advisors, LLC now holds -% of the outstanding Invesco 1-30 Laddered Treasury ETF(PLW) stock.

The initial trade took place in 2024Q1. And since then Stewardship Advisors, LLC has made 5 purchases of PLW, at an average price of $28.13, for a total of 734,856.00 shares. In addition, there have been 1 sales at an average price of $27.22 for 3,497.00 shares. Based on historical transaction data and PLW's current price of $27.88, Stewardship Advisors, LLC's estimated gain on his PLW holdings is $-187,604.39, reflecting a -0.91% gain to date.

Stewardship Advisors, LLC PLW ($27.88) Holding Chart

Stewardship Advisors, 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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