Nwf Advisory Services Inc. ETF Ser Solutions Aam Low Dura Transaction History

Nwf Advisory Services Inc.

$839 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Aug 12, 2025	SELL	$20.2 - $20.86 $2,706 - $2,795	-134 Reduced 1.02%	13,051 $264 Million
Q4 2024 May 14, 2025	BUY	$20.56 - $21.33 $271,083 - $281,236	13,185 New	13,185 $273 Million

Others Institutions Holding PFLD

# of Institutions

75

Shares Held

15M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

5.16M
Shares

$101 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

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