Integrated Wealth Concepts LLC ETF Ser Solutions Aam Low Dura Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,124 shares of PFLD stock, worth $277,819. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,124
Previous 14,000
0.89%
Holding current value
$277,819
Previous $282,000
2.13%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PFLD
# of Institutions
75Shares Held
15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.16MShares$101 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.65MShares$52.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$23.5 Million0.01% of portfolio
-
Rainey & Randall Investment Management Inc. Celebration, FL671KShares$13.2 Million2.47% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL586KShares$11.5 Million0.0% of portfolio