Ae Wealth Management LLC ETF Ser Solutions Aam Low Dura Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$20.56 - $21.33 $12,294 - $12,755	598 New	598 $12,000

Others Institutions Holding PFLD

# of Institutions

78

Shares Held

15.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

5.16M
Shares

$102 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.65M
Shares

$52.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$23.5 Million
0.01% of portfolio
Rainey & Randall Investment Management Inc. Celebration, FL

671K
Shares

$13.2 Million
2.47% of portfolio
Raymond James Financial Inc St. Petersburg, FL

586K
Shares

$11.5 Million
0.0% of portfolio

About ETF SER SOLUTIONS AAM LOW DURA

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