Creative Planning ETF Ser Solutions Aam Low Dura Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Creative Planning holds 13,800 shares of PFLD stock, worth $270,618. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,800
Previous 16,800
17.86%
Holding current value
$270,618
Previous $329,000
17.63%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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