National Wealth Management Group, LLC ETF Ser Solutions Aam Low Dura Transaction History
National Wealth Management Group, LLC
- $178 Billion
- Q2 2025
A detailed history of National Wealth Management Group, LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, National Wealth Management Group, LLC holds 34,799 shares of PFLD stock, worth $684,496. This represents 0.38% of its overall portfolio holdings.
Number of Shares
34,799
Previous 37,373
6.89%
Holding current value
$684,496
Previous $755 Million
9.61%
% of portfolio
0.38%
Previous 0.5%
Shares
3 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