National Wealth Management Group, LLC ETF Ser Solutions Aam Low Dura Transaction History
National Wealth Management Group, LLC
- $265 Billion
- Q3 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 27,030 shares of PFLD stock, worth $530,058. This represents 0.2% of its overall portfolio holdings.
Number of Shares
27,030
Previous 34,799
22.33%
Holding current value
$530,058
Previous $682 Million
21.97%
% of portfolio
0.2%
Previous 0.38%
Shares
4 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