Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Aam Low Dura (PFLD)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Low Dura (PFLD) during Q4 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM LOW DURA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.44K- 18.48% |
$70.8K - $73.4K
|
15.2K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-7.58K- 3.57% |
$156K - $162K
|
205K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 6.76% |
$276K - $286K
|
185K
$3.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-32K- 67.02% |
$657K - $682K
|
15.7K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39.9K- 10.74% |
$821K - $852K
|
332K
$6.74M
|