Creative Planning ETF Ser Solutions Aam Low Dura Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Creative Planning holds 16,800 shares of PFLD stock, worth $348,432. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,800

Holding current value

$348,432

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$20.56 - $21.33 $345,408 - $358,344	16,800 New	16,800 $345,000

Others Institutions Holding PFLD

# of Institutions

Shares Held

13.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.25M
Shares

$109 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.84M
Shares

$38.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

883K
Shares

$18.3 Million
0.01% of portfolio
Rainey & Randall Investment Management Inc. Celebration, FL

654K
Shares

$13.6 Million
2.8% of portfolio
Coppell Advisory Solutions LLC Coppell, TX

549K
Shares

$11.4 Million
1.59% of portfolio

View Full List

About ETF SER SOLUTIONS AAM LOW DURA

Ticker PFLD
Sector ETFs
Industry ETFs

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