Ae Wealth Management LLC ETF Ser Solutions Aam Low Dura Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Ae Wealth Management LLC holds 598 shares of PFLD stock, worth $12,330. This represents 0.0% of its overall portfolio holdings.

Number of Shares

598

Holding current value

$12,330

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$20.56 - $21.33 $12,294 - $12,755	598 New	598 $12,000

Others Institutions Holding PFLD

# of Institutions

Shares Held

13.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.25M
Shares

$108 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.84M
Shares

$37.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

883K
Shares

$18.2 Million
0.01% of portfolio
Rainey & Randall Investment Management Inc. Celebration, FL

654K
Shares

$13.5 Million
2.8% of portfolio
Coppell Advisory Solutions LLC Coppell, TX

549K
Shares

$11.3 Million
1.59% of portfolio

View Full List

About ETF SER SOLUTIONS AAM LOW DURA

Ticker PFLD
Sector ETFs
Industry ETFs

More about PFLD

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Ae Wealth Management LLC ETF Ser Solutions Aam Low Dura Transaction History