Simplicity Wealth,Llc ETF Ser Solutions Aam Low Dura Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	SELL	$20.67 - $21.23 $18,499 - $19,000	-895 Reduced 0.38%	237,049 $4.98 Million
Q1 2024 Apr 24, 2024	BUY	$20.88 - $21.42 $4.97 Million - $5.1 Million	237,944 New	237,944 $5.03 Million

Others Institutions Holding PFLD

# of Institutions

52

Shares Held

10.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.8M
Shares

$80.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$27.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

704K
Shares

$14.8 Million
0.01% of portfolio
Rainey & Randall Investment Management Inc. Celebration, FL

606K
Shares

$12.8 Million
2.9% of portfolio
Coppell Advisory Solutions LLC Coppell, TX

405K
Shares

$8.54 Million
1.4% of portfolio

About ETF SER SOLUTIONS AAM LOW DURA

Ticker PFLD
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