Institutional shares held 14 Million
0 calls
0 puts
Total value of holdings $276M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in PFLD

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 91.6K ($1.81M)
Q1 2025
Sound Income Strategies, LLC Shares Held: 261K ($5.14M)
Q1 2025
Webster Bank, N. A. Shares Held: 735 ($14.5K)
Q1 2025
Fiduciary Advisors, Inc. Shares Held: 2.7K ($53.3K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 85.4K ($1.69M)

Top Sells

Q1 2025
Cornerstone Wealth Management, LLC Shares Held: 13.8K ($272K)
Q4 2024
Stifel Financial Corp Shares Held: 332K ($6.55M)
Q4 2024
Cetera Investment Advisers Shares Held: 185K ($3.66M)
Q4 2024
All Square Wealth Management LLC Shares Held: 205K ($4.04M)
Q4 2024
Rockefeller Capital Management L.P. Shares Held: 15.2K ($300K)

About PFLD

Track Institutional and Insider Activities on PFLD

Follow ETF SER SOLUTIONS AAM LOW DURA and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PFLD shares.

Notify only if
Any

Insider Trading

Get notified when an ETF Ser Solutions Aam Low Dura insider buys or sells PFLD shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to ETF SER SOLUTIONS AAM LOW DURA

Track Activities on PFLD