Latest Institutional Transactions on ETF Ser Solutions Aam Low Dura (PFLD)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aam Low Dura (PFLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.22K+ 18.62% |
$81.8K - $85.3K
|
26.9K
$526K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
890+ 0.13% |
$17.3K - $18K
|
671K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.92K+ 4.59% |
$75.9K - $79.1K
|
89.3K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
5.19KNew |
$101K - $105K
|
5.19K
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
50+ 1.85% |
$970 - $1.01K
|
2.75K
$53.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.41K- 0.93% |
$46.8K - $48.8K
|
258K
$5.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-680- 3.46% |
$13.2K - $13.7K
|
19K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73.1K+ 79.82% |
$1.42M - $1.48M
|
165K
$3.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22.2KNew |
$431K - $449K
|
22.2K
$434K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1KNew |
$40.7K - $42.4K
|
2.1K
$41K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.72K+ 56.35% |
$176K - $182K
|
24.2K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14KNew |
$283K - $292K
|
14K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.1K+ 23.35% |
$203K - $210K
|
53.1K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-99- 0.51% |
$2K - $2.07K
|
19.3K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
432K+ 8.24% |
$8.73M - $9.02M
|
5.68M
$111M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.9KNew |
$482K - $498K
|
23.9K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-473K- 86.19% |
$9.55M - $9.86M
|
75.8K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.96K+ 6.89% |
$120K - $124K
|
92.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.15K+ 15.98% |
$104K - $107K
|
37.4K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
60.1KNew |
$1.21M - $1.25M
|
60.1K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
147+ 1.28% |
$2.97K - $3.07K
|
11.6K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151K+ 54.22% |
$3.04M - $3.14M
|
429K
$8.38M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
126+ 0.83% |
$2.55K - $2.63K
|
15.3K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.37K+ 7.86% |
$88.3K - $91.2K
|
60K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2K- 53.35% |
$347K - $358K
|
15K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-16K- 47.05% |
$324K - $334K
|
18K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.67K+ 1.64% |
$53.9K - $55.7K
|
165K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10KNew |
$202K - $209K
|
10K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-40.3K- 71.86% |
$814K - $841K
|
15.8K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.9K- 14.12% |
$947K - $978K
|
285K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67K+ 12.91% |
$1.35M - $1.4M
|
586K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
431K+ 23.44% |
$8.71M - $8.99M
|
2.27M
$44.4M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
27KNew |
$546K - $564K
|
27K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.3KNew |
$369K - $381K
|
18.3K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.43K- 2.06% |
$49.1K - $50.8K
|
116K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
359K+ 40.73% |
$7.26M - $7.5M
|
1.24M
$24.3M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
36.5KNew |
$738K - $762K
|
36.5K
$714K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10K+ 39.33% |
$202K - $209K
|
35.4K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.2K- 6.6% |
$247K - $255K
|
173K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.77K+ 1.42% |
$35.8K - $37K
|
126K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8.43K- 4.11% |
$170K - $176K
|
196K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.8K+ 55.44% |
$198K - $204K
|
27.5K
$537K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.9KNew |
$341K - $352K
|
16.9K
$330K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.6KNew |
$517K - $533K
|
25.6K
$500K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
72+ 0.66% |
$1.45K - $1.5K
|
11K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
83.8KNew |
$1.69M - $1.75M
|
83.8K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
72.9K+ 235.37% |
$1.47M - $1.52M
|
104K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.91K+ 8.95% |
$58.8K - $60.7K
|
35.4K
$693K
|
|