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Etf Ser Solutions aam lw dur p shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Etf Ser Solutions aam lw dur p (PFLD) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Etf Ser Solutions aam lw dur p

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions aam lw dur p held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions aam lw dur p by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 238k 21.15

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Etf Ser Solutions aam lw dur p

Morgan Stanley
LPL Financial
Rainey & Randall Investment Management
Stifel Financial
Advisor Group Holdings
Sawtooth Asset Management
Simplicity Wealth
Bleakley Financial Group
Sound Income Strategies
AllSquare Wealth Management
Cambridge Investment Research Advisors
Captrust Financial Advisors
Raymond James & Associates
Curtis Advisory Group
H D Vest Advisory Services

View all funds holding Etf Ser Solutions aam lw dur p