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Etf Ser Solutions aam lw dur p shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare Wealth Management 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 AllSquare Wealth Management 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 AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 218k 20.89
2023-09-30 $4.7M 224k 20.80
2023-06-30 $4.6M 224k 20.43
2023-03-31 $4.7M 224k 21.06
2022-12-31 $4.7M 225k 20.73
2022-09-30 $4.8M 228k 21.29
2022-06-30 $4.9M 219k 22.24
2022-03-31 $5.1M 214k 23.80
2021-12-31 $5.4M 216k 25.06
2021-09-30 $4.9M 193k 25.18
2021-06-30 $2.0M 77k 25.40

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Etf Ser Solutions aam lw dur p

Rainey & Randall Investment Management
Stifel Financial
Sawtooth Asset Management
Bleakley Financial Group
Simplicity Wealth
Sound Income Strategies
AllSquare Wealth Management
Cambridge Investment Research Advisors
Advisor Group Holdings
Raymond James & Associates
Captrust Financial Advisors
Curtis Advisory Group
H D Vest Advisory Services
Webster Bank, N. A.
Janney Montgomery Scott

View all funds holding Etf Ser Solutions aam lw dur p