Disciplined Investments, LLC ETF Ser Solutions Aam Low Dura Transaction History

Disciplined Investments, LLC

$226 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	BUY	$21.18 - $23.08 $21 - $23	1 New	1 $0

Others Institutions Holding PFLD

# of Institutions

77

Shares Held

15.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

5.68M
Shares

$112 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$44.7 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

Ticker PFLD
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