Purchases and Sales Made in Q3 2021 in ETF Ser Solutions Aam Low Dura (PFLD)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Low Dura (PFLD) during Q3 2021. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM LOW DURA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
117K+ 151.49% |
$2.92M - $2.97M
|
193K
$4.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.8K+ 393.44% |
$2.15M - $2.19M
|
108K
$2.23M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
69.3K+ 63.5% |
$1.74M - $1.76M
|
178K
$3.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54K+ 110.55% |
$1.35M - $1.38M
|
103K
$2.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.4K+ 145.84% |
$1.19M - $1.21M
|
79.9K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43KNew |
$1.08M - $1.1M
|
43K
$892K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42K+ 38.57% |
$1.05M - $1.07M
|
151K
$3.13M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
37.5K+ 1703.64% |
$939K - $954K
|
39.7K
$823K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.6K+ 264.86% |
$818K - $831K
|
45K
$932K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
31.1KNew |
$779K - $791K
|
31.1K
$644K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.6KNew |
$717K - $728K
|
28.6K
$593K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.6KNew |
$592K - $602K
|
23.6K
$490K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
18.8KNew |
$471K - $478K
|
18.8K
$389K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 40564.86% |
$376K - $382K
|
15K
$312K
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
14.7K+ 55.84% |
$368K - $374K
|
41K
$850K
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
10KNew |
$251K - $255K
|
10K
$208K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
8.25KNew |
$207K - $210K
|
8.25K
$171K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.98KNew |
$200K - $203K
|
7.98K
$166K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.74K+ 30.26% |
$144K - $146K
|
24.7K
$512K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.76K+ 55.96% |
$94.2K - $95.7K
|
10.5K
$217K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
590New |
$14.8K - $15K
|
590
$12.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
251New |
$6.29K - $6.39K
|
251
$5.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
118+ 0.47% |
$2.96K - $3K
|
25K
$518K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.08KClosed |
$26.9K - $27.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-25KClosed |
$627K - $637K
|
0
$0
|