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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.6KNew |
$217K - $226K
|
10.6K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.5KNew |
$236K - $245K
|
11.5K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.7K+ 9.9% |
$509K - $528K
|
275K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.2KNew |
$662K - $687K
|
32.2K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.03% |
$123 - $128
|
19.4K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
66.6K+ 13.81% |
$1.37M - $1.42M
|
549K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 79.04% |
$2.52M - $2.62M
|
278K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8KNew |
$345K - $358K
|
16.8K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.23K+ 3.99% |
$128K - $133K
|
162K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.8K+ 1.82% |
$1.93M - $2M
|
5.25M
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.74K+ 8.75% |
$56.4K - $58.5K
|
34.1K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
169KNew |
$3.48M - $3.61M
|
169K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
598New |
$12.3K - $12.8K
|
598
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2New |
$41.1 - $42.7
|
2
$41.4
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.5KNew |
$318K - $330K
|
15.5K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.44K- 18.48% |
$70.8K - $73.4K
|
15.2K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72+ 19.1% |
$1.48K - $1.54K
|
449
$9.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-170- 1.71% |
$3.5K - $3.63K
|
9.77K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 16.28% |
$249K - $258K
|
86.5K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39.9K- 10.74% |
$821K - $852K
|
332K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
403New |
$8.29K - $8.6K
|
403
$8.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 6.76% |
$276K - $286K
|
185K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
32.2KNew |
$663K - $687K
|
32.2K
$666K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
284K+ 18.29% |
$5.85M - $6.06M
|
1.84M
$38M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
800+ 3.25% |
$16.4K - $17.1K
|
25.4K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
556+ 1.05% |
$11.4K - $11.9K
|
53.6K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91K+ 11.5% |
$1.87M - $1.94M
|
883K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-7.58K- 3.57% |
$156K - $162K
|
205K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 1.07% |
$26.3K - $27.3K
|
118K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.45K+ 8.68% |
$91.4K - $94.9K
|
55.7K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.1K+ 34.81% |
$661K - $685K
|
124K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.87K- 0.7% |
$38.4K - $39.8K
|
266K
$5.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
519KNew |
$10.7M - $11.1M
|
519K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.3K+ 535.34% |
$972K - $1.01M
|
56.1K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.79K+ 38.17% |
$36.9K - $38.3K
|
6.49K
$134K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
48.9K+ 8.07% |
$1.01M - $1.04M
|
654K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-53- 0.37% |
$1.09K - $1.13K
|
14.5K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
33New |
$678 - $704
|
33
$682
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.9K+ 38.05% |
$244K - $253K
|
43.1K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.66K+ 76.44% |
$157K - $163K
|
17.7K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
342+ 3.24% |
$7.03K - $7.29K
|
10.9K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.26K+ 23.83% |
$129K - $133K
|
32.5K
$672K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.8KNew |
$531K - $551K
|
25.8K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.09K+ 3.63% |
$22.3K - $23.1K
|
31K
$641K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
19.1KNew |
$392K - $407K
|
19.1K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.65KNew |
$54.5K - $56.5K
|
2.65K
$54.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
260+ 66.33% |
$5.35K - $5.55K
|
652
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.5K+ 5.51% |
$277K - $287K
|
258K
$5.34M
|