Disciplined Investments, LLC ETF Ser Solutions Aam Low Dura Transaction History

Disciplined Investments, LLC

$210 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	BUY	$21.18 - $23.08 $21 - $23	1 New	1 $0

Others Institutions Holding PFLD

# of Institutions

69

Shares Held

14M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

5.25M
Shares

$104 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.84M
Shares

$36.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

883K
Shares

$17.4 Million
0.01% of portfolio
Rainey & Randall Investment Management Inc. Celebration, FL

654K
Shares

$12.9 Million
2.8% of portfolio
Coppell Advisory Solutions LLC Coppell, TX

549K
Shares

$10.8 Million
1.59% of portfolio

About ETF SER SOLUTIONS AAM LOW DURA

Ticker PFLD
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