Atlas Private Wealth Advisors ETF Ser Solutions Aam Low Dura Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Apr 21, 2022	SELL	$24.74 - $25.3 $6,209 - $6,350	-251 Closed	0 $0
Q3 2021 Oct 26, 2021	BUY	$25.06 - $25.46 $6,290 - $6,390	251 New	251 $6,000

Others Institutions Holding PFLD

# of Institutions

57

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

5.15M
Shares

$107 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.55M
Shares

$32.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

792K
Shares

$16.4 Million
0.01% of portfolio
Rainey & Randall Investment Management Inc. Celebration, FL

606K
Shares

$12.6 Million
2.9% of portfolio
Coppell Advisory Solutions LLC Coppell, TX

482K
Shares

$9.99 Million
1.51% of portfolio

About ETF SER SOLUTIONS AAM LOW DURA

Ticker PFLD
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