Steward Partners Investment Advisory, LLC ETF Ser Solutions Aam Low Dura Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 15,781 shares of PFLD stock, worth $311,832. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,781

Previous 56,088 71.86%

Holding current value

$311,832

Previous $1.15 Million 72.42%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$20.2 - $20.86 $814,201 - $840,804	-40,307 Reduced 71.86%	15,781 $318,000
Q4 2024 Feb 06, 2025	BUY	$20.56 - $21.33 $971,665 - $1.01 Million	47,260 Added 535.34%	56,088 $1.15 Million
Q3 2024 Nov 14, 2024	BUY	$20.73 - $21.42 $128,712 - $132,996	6,209 Added 237.08%	8,828 $186,000
Q1 2024 May 15, 2024	SELL	$20.88 - $21.42 $112,334 - $115,239	-5,380 Reduced 67.26%	2,619 $55,000
Q3 2023 Nov 13, 2023	SELL	$20.65 - $21.2 $14,434 - $14,818	-699 Reduced 8.04%	7,999 $166,000
Q2 2023 Aug 14, 2023	BUY	$19.71 - $21.33 $9,855 - $10,665	500 Added 6.1%	8,698 $182,000
Q4 2022 Feb 15, 2023	BUY	$20.43 - $21.52 $167,485 - $176,420	8,198 New	8,198 $169,000

Others Institutions Holding PFLD

# of Institutions

Shares Held

15.2M

Call Options Held

Put Options Held

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About ETF SER SOLUTIONS AAM LOW DURA

Ticker PFLD
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Steward Partners Investment Advisory, LLC ETF Ser Solutions Aam Low Dura Transaction History