Latest Institutional Transactions on ETF Ser Solutions Aam Low Dura (PFLD)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aam Low Dura (PFLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12.2KNew |
$256K - $262K
|
12.2K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1KNew |
$20.9K - $21.4K
|
1K
$20.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.52K- 3.41% |
$178K - $183K
|
241K
$4.99M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.7KNew |
$203K - $208K
|
9.7K
$200K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.01K- 39.77% |
$146K - $150K
|
10.6K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
135KNew |
$2.81M - $2.88M
|
135K
$2.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.6K- 11.51% |
$33.4K - $34.3K
|
12.3K
$254K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48+ 14.59% |
$953 - $1.02K
|
377
$7.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57New |
$1.13K - $1.21K
|
57
$1.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$19.9 - $21.3
|
1
$20.7
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3KNew |
$204K - $219K
|
10.3K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.41K- 89.4% |
$28K - $30K
|
167
$3.45K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-8.46K- 43.95% |
$168K - $180K
|
10.8K
$223K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.56K- 1.01% |
$50.8K - $54.5K
|
251K
$5.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-279- 73.61% |
$5.54K - $5.95K
|
100
$2.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$497 - $533
|
25
$517
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-22- 18.03% |
$437 - $469
|
100
$2.07K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.4KNew |
$709K - $728K
|
34.4K
$710K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.2KNew |
$24.7K - $25.3K
|
1.2K
$24.7K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
184+ 1.48% |
$3.8K - $3.9K
|
12.6K
$261K
|
|
| Q2 2023 | |||||||
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-9.7KClosed |
$191K - $207K
|
0
$0
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-55.1K- 29.93% |
$1.09M - $1.18M
|
129K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-17.9K- 93.79% |
$352K - $381K
|
1.18K
$24.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
140+ 0.82% |
$2.76K - $2.99K
|
17.3K
$357K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-8.12K- 30.68% |
$160K - $173K
|
18.3K
$379K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.05K- 39.59% |
$159K - $172K
|
12.3K
$254K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
672+ 5.33% |
$13.6K - $15K
|
13.3K
$275K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
750New |
$15.2K - $16.7K
|
750
$15.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
338K+ 105.51% |
$6.86M - $7.53M
|
658K
$13.6M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
40New |
$817 - $861
|
40
$826
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
80New |
$1.63K - $1.72K
|
80
$1.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
590New |
$12.1K - $12.7K
|
590
$12.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
49New |
$1K - $1.05K
|
49
$1.01K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4KNew |
$84.7K - $92.3K
|
4K
$82.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1New |
$21.2 - $23.1
|
1
$20.7
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-281- 2.51% |
$5.95K - $6.49K
|
10.9K
$225K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
4.3K+ 7.0% |
$91.2K - $99.3K
|
65.8K
$1.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
84New |
$1.78K - $1.94K
|
84
$1.74K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.13KNew |
$198K - $216K
|
9.13K
$189K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3KClosed |
$65.1K - $71.1K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-505Closed |
$11K - $12K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
23KNew |
$534K - $575K
|
23K
$475K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.5KClosed |
$58K - $62.5K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.89K- 16.33% |
$113K - $122K
|
25.1K
$518K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
800New |
$18.6K - $20K
|
800
$16.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40.3KClosed |
$935K - $1.01M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-400- 57.14% |
$9.9K - $10.1K
|
300
$6.2K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-251Closed |
$6.21K - $6.35K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.25KClosed |
$204K - $209K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-25KClosed |
$627K - $637K
|
0
$0
|
|