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

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

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

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

About ETF SER SOLUTIONS AAM LOW DURA

Ticker PFLD
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