Peterson Wealth Management ETF Ser Solutions Aam Low Dura Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 17, 2023	SELL	$19.71 - $21.33 $1.09 Million - $1.18 Million	-55,127 Reduced 29.93%	129,077 $2.7 Million
Q1 2023 Aug 17, 2023	SELL	$20.31 - $22.31 $48,073 - $52,807	-2,367 Reduced 1.27%	184,204 $3.88 Million
Q4 2022 Feb 07, 2023	SELL	$20.43 - $21.52 $234,066 - $246,554	-11,457 Reduced 5.79%	186,571 $3.87 Million
Q3 2022 Oct 13, 2022	BUY	$21.18 - $23.08 $2.64 Million - $2.87 Million	124,525 Added 169.41%	198,028 $4.22 Million
Q2 2022 Aug 03, 2022	BUY	$21.7 - $23.71 $313,478 - $342,514	14,446 Added 24.46%	73,503 $1.64 Million
Q1 2022 Apr 26, 2022	BUY	$23.21 - $25.0 $1.37 Million - $1.48 Million	59,057 New	59,057 $1.41 Million

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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