Prevail Innovative Wealth Advisors, LLC ETF Ser Solutions Aam Low Dura Transaction History
Prevail Innovative Wealth Advisors, LLC
- $446 Billion
- Q2 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 83,901 shares of PFLD stock, worth $1.65 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
83,901
Previous 83,784
0.14%
Holding current value
$1.65 Million
Previous $1.69 Billion
2.79%
% of portfolio
0.37%
Previous 0.45%
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$52.1 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