National Wealth Management Group, LLC ETF Ser Solutions Aam Low Dura Transaction History
National Wealth Management Group, LLC
- $289 Billion
- Q4 2025
A detailed history of National Wealth Management Group, LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, National Wealth Management Group, LLC holds 22,565 shares of PFLD stock, worth $442,499. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,565
Previous 27,030
16.52%
Holding current value
$442,499
Previous $532 Million
17.09%
% of portfolio
0.15%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding PFLD
# of Institutions
79Shares Held
14.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.12MShares$100 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.57MShares$50.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC955KShares$18.7 Million0.01% of portfolio
-
Rainey & Randall Investment Management Inc. Celebration, FL657KShares$12.9 Million2.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL534KShares$10.5 Million0.0% of portfolio