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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-573- 2.58% |
$11.2K - $11.4K
|
21.6K
$424K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
877+ 659.4% |
$17.1K - $17.4K
|
1.01K
$19.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.09K- 25.1% |
$177K - $180K
|
27.1K
$532K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-794- 5.94% |
$15.5K - $15.7K
|
12.6K
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11KNew |
$21.7K - $22K
|
1.11K
$21.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-16.4K- 6.35% |
$320K - $325K
|
242K
$4.74M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73.8K- 17.22% |
$1.43M - $1.49M
|
355K
$6.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
124+ 0.89% |
$2.4K - $2.51K
|
14.1K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.8KNew |
$403K - $421K
|
20.8K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
144+ 0.6% |
$2.79K - $2.91K
|
24K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 12.01% |
$215K - $224K
|
104K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
53.8K+ 89.6% |
$1.04M - $1.09M
|
114K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-3.03K- 1.54% |
$58.8K - $61.3K
|
193K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
117+ 0.14% |
$2.27K - $2.36K
|
83.9K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.5K- 10.94% |
$29.2K - $30.4K
|
12.3K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-411- 3.74% |
$7.97K - $8.31K
|
10.6K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.55K- 7.57% |
$185K - $193K
|
117K
$2.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.37K- 12.96% |
$45.9K - $47.9K
|
15.9K
$312K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
50New |
$970 - $1.01K
|
50
$981
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
50+ 1.85% |
$970 - $1.01K
|
2.75K
$53.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1KNew |
$40.7K - $42.4K
|
2.1K
$41.1K
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-134- 1.02% |
$2.71K - $2.8K
|
13.1K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-99- 0.51% |
$2K - $2.07K
|
19.3K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
27KNew |
$546K - $564K
|
27K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
500+ 1515.15% |
$10.1K - $10.4K
|
533
$10.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
83+ 12.73% |
$1.68K - $1.73K
|
735
$14.4K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2New |
$41.1 - $42.7
|
2
$39.2
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72+ 19.1% |
$1.48K - $1.54K
|
449
$8.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-170- 1.71% |
$3.5K - $3.63K
|
9.77K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
403New |
$8.29K - $8.6K
|
403
$7.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.8KNew |
$531K - $551K
|
25.8K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.4K- 6.86% |
$69.9K - $72.5K
|
46.2K
$906K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8.29KNew |
$170K - $177K
|
8.29K
$163K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
10.5KNew |
$217K - $224K
|
10.5K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129+ 0.77% |
$2.67K - $2.76K
|
16.8K
$330K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.12K- 17.38% |
$43.9K - $45.3K
|
10.1K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.5K+ 131.61% |
$1.48M - $1.53M
|
126K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89.8K+ 43.63% |
$1.86M - $1.92M
|
296K
$5.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
848New |
$17.6K - $18.2K
|
848
$16.6K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$2.07K - $2.12K
|
100
$1.96K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
805+ 11.55% |
$16.6K - $17.1K
|
7.78K
$152K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-150- 2.85% |
$3.1K - $3.18K
|
5.11K
$100K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-895- 0.38% |
$18.5K - $19K
|
237K
$4.65M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12.2KNew |
$256K - $262K
|
12.2K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.7KNew |
$203K - $208K
|
9.7K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.52K- 3.41% |
$178K - $183K
|
241K
$4.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
135KNew |
$2.81M - $2.88M
|
135K
$2.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.6K- 11.51% |
$33.4K - $34.3K
|
12.3K
$241K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57New |
$1.13K - $1.21K
|
57
$1.12K
|
|