Who owns Etf Ser Solutions aam lw dur pfd?
- Ticker: PFLD
- CUSIP Number: 26922a198
Tip: Access positions for across all investors
Analyze quarterly positions in Etf Ser Solutions aam lw dur p with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Etf Ser Solutions aam lw dur pfd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 3.2M | $67M | 71% | Mar 2024 |
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LPL Financial | 645k | $14M | 9% | Mar 2024 |
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Rainey & Randall Investment Management | 555k | $12M | 2% | Mar 2024 |
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Stifel Financial | 321k | $6.8M | 10% | Mar 2024 |
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Advisor Group Holdings | 283k | $6.0M | 54% | Mar 2024 |
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Sawtooth Asset Management | 251k | $5.2M | -1% | Dec 2023 |
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Simplicity Wealth | 238k | $5.0M | 100% | Mar 2024 |
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Bleakley Financial Group | 238k | $5.0M | -5% | Mar 2024 |
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Sound Income Strategies | 237k | $5.0M | 12% | Mar 2024 |
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AllSquare Wealth Management | 218k | $4.6M | 0% | Mar 2024 |
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Cambridge Investment Research Advisors | 191k | $4.0M | 48% | Mar 2024 |
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Captrust Financial Advisors | 157k | $3.3M | 12% | Mar 2024 |
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Raymond James & Associates | 155k | $3.3M | 34% | Mar 2024 |
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Curtis Advisory Group | 135k | $2.8M | 100% | Mar 2024 |
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H D Vest Advisory Services | 105k | $2.2M | 2% | Mar 2024 |
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Webster Bank, N. A. | 100k | $2.1M | -10% | Mar 2024 |
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Janney Montgomery Scott | 81k | $1.7M | 13% | Mar 2024 |
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Royal Bank of Canada | 61k | $1.3M | 94% | Mar 2024 |
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Key Client Fiduciary Advisors | 57k | $1.2M | 0% | Mar 2024 |
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Kestra Advisory Services | 54k | $1.1M | -1% | Dec 2023 |
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Raymond James Financial Services Advisors | 43k | $916k | 24% | Mar 2024 |
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Envestnet Asset Management | 37k | $781k | 16% | Mar 2024 |
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CSM Advisors | 25k | $529k | 0% | Mar 2024 |
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Warren Averett Asset Management | 19k | $396k | 100% | Mar 2024 |
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Commonwealth Equity Services | 18k | $383k | -6% | Mar 2024 |
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Jaffetilchin Investment Partners | 17k | $350k | -96% | Mar 2024 |
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Wedbush Morgan Securities | 14k | $283k | 12% | Dec 2023 |
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Eudaimonia Partners | 12k | $260k | -12% | Mar 2024 |
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Coppell Advisory Solutions Corp. | 12k | $259k | 100% | Mar 2024 |
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Brian McDonald | 12k | $248k | 53% | Mar 2024 |
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IFG Advisory | 12k | $245k | 9% | Mar 2024 |
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Susquehanna International | 11k | $225k | 100% | Mar 2024 |
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Ameritas Advisory Services | 11k | $225k | -56% | Dec 2023 |
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Coastal Investment Advisors | 7.0k | $147k | 100% | Mar 2024 |
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Hexagon Capital Partners | 5.3k | $111k | -22% | Mar 2024 |
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Private Trust Co Na | 3.7k | $78k | 37% | Mar 2024 |
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Principal Securities | 3.1k | $67k | 18% | Mar 2024 |
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Steward Partners Investment Advisory | 2.6k | $55k | -67% | Mar 2024 |
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Retirement Group | 1.2k | $25k | 0% | Mar 2024 |
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Bank of America Corporation | 1.0k | $21k | 100% | Mar 2024 |
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Goss Wealth Management | 377.00 | $8.0k | 15% | Mar 2024 |
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Atwood & Palmer | 100.00 | $2.1k | 0% | Mar 2024 |
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FMR | 2.00 | $42.000000 | 100% | Mar 2024 |
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Who sold out of Etf Ser Solutions aam lw dur p?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Lincoln National | Dec 2023 | 11k | $225k |
Advisory Services Network | Dec 2023 | 10k | $215k |
Rockefeller Capital Management | Sep 2023 | 10k | $212k |
Pnc Financial Services | Dec 2023 | 4.0k | $84k |
UBS Group | Dec 2023 | 167.00 | $3.5k |
Gradient Investments | Dec 2023 | 100.00 | $2.1k |
Ronald Blue Trust | Dec 2023 | 25.00 | $1.0k |
Jpmorgan Chase & Co | Dec 2023 | 8.00 | $170.000000 |