Warren Averett Asset Management, LLC ETF Ser Solutions Aam Low Dura Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 19,353 shares of PFLD stock, worth $401,187. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,353
Previous 17,990
7.58%
Holding current value
$401,187
Previous $378,000
8.2%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding PFLD
# of Institutions
57Shares Held
12.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.15MShares$107 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$32.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC792KShares$16.4 Million0.01% of portfolio
-
Rainey & Randall Investment Management Inc. Celebration, FL606KShares$12.6 Million2.9% of portfolio
-
Coppell Advisory Solutions LLC Coppell, TX482KShares$9.99 Million1.51% of portfolio