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Get Institutions for : 
Aam Low Duration Preferred And Income Sec Etf (PFLD)  
$21.17 0.01 (0.05%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    2
Total shares held : 
 6,375,618  
% of shares held : 
 70.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 245,202  
% of shares held change : 
   2.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.89  
Last Quarter's Ending Price : 
 $21.15  
Last Quarter's Average Price : 
 $21.13  
Change from last quarter's     
avg. price to the last closing  : 
0.04 (0.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 21,014
 0.33%
 
Increased Positions :
17
 641,991
 10.07%
 
Unchanged Positions :
7
 40,867
 0.64%
 
Decreased Positions :
19
-353,493
-5.54%
 
Closed Positions :
4
-64,310
-1.01%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Sawtooth Asset Management Inc. 129 - 2023-12-31 251,248 $5,249,000 -2,557
   FINANCIAL NETWORK 618 - 2024-03-31 241,385 $5,105,000 -8,522
   Bleakley Financial Group LLC 138 - 2024-03-31 237,944 $5,033,000 -13,304
   AllSquare Wealth Management LLC 7 - 2024-03-31 217,626 $4,603,000 -686
   WEBSTER BANK 78 - 2024-03-31 99,457 $2,104,000 -11,080
   Key Client Fiduciary Advisors LLC 34 - 2024-03-31 56,548 $1,196,000 -100
   Kestra Advisory Services LLC 1157 - 2024-03-31 53,760 $1,137,000 -582
   MML INVESTORS SERVICES LLC 1717 - 2024-03-31 27,236 $576,000 -55,590
   COMMONWEALTH EQUITY SERVICES LLC. 3014 - 2024-03-31 18,122 $383,000 -1,228
   JAFFETILCHIN INVESTMENT PARTNERS LLC 262 - 2024-03-31 16,564 $350,000 -217,929
   Eudaimonia Partners LLC 211 - 2024-03-31 12,300 $260,000 -1,600
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4395 - 2024-03-31 10,623 $225,000 -7,014
   Hexagon Capital Partners LLC 285 - 2024-03-31 5,260 $111,000 -1,500
   Steward Partners Investment Advisory LLC 2053 - 2024-03-31 2,619 $55,000 -5,380
  14 Records found
  1    
  Page 1 of 1
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