Steward Partners Investment Advisory, LLC ETF Ser Solutions Aam Low Dura Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 10,355 shares of PFLD stock, worth $203,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,355
Previous 15,404 32.78%
Holding current value
$203,061
Previous $302,000 32.78%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$19.5 - $19.83 $98,455 - $100,121
-5,049 Reduced 32.78%
10,355 $203,000
Q2 2025

Aug 12, 2025
SELL
$19.39 - $20.21 $7,310 - $7,619
-377 Reduced 2.39%
15,404 $302,000
Q1 2025

May 13, 2025
SELL
$20.2 - $20.86 $814,201 - $840,804
-40,307 Reduced 71.86%
15,781 $318,000
Q4 2024

Feb 06, 2025
BUY
$20.56 - $21.33 $971,665 - $1.01 Million
47,260 Added 535.34%
56,088 $1.15 Million
Q3 2024

Nov 14, 2024
BUY
$20.73 - $21.42 $128,712 - $132,996
6,209 Added 237.08%
8,828 $186,000
Q1 2024

May 15, 2024
SELL
$20.88 - $21.42 $112,334 - $115,239
-5,380 Reduced 67.26%
2,619 $55,000
Q3 2023

Nov 13, 2023
SELL
$20.65 - $21.2 $14,434 - $14,818
-699 Reduced 8.04%
7,999 $166,000
Q2 2023

Aug 14, 2023
BUY
$19.71 - $21.33 $9,855 - $10,665
500 Added 6.1%
8,698 $182,000
Q4 2022

Feb 15, 2023
BUY
$20.43 - $21.52 $167,485 - $176,420
8,198 New
8,198 $169,000

Others Institutions Holding PFLD

# of Institutions
79
Shares Held
14.8M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS AAM LOW DURA

PFLD Quotes by TradingView
  • Ticker PFLD
  • Sector ETFs
  • Industry ETFs
More about PFLD
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