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

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

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

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All positions including Etf Ser Solutions aam lw dur p held by Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $314k 16k 19.73
2025-03-31 $371k 18k 20.32

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Ishares Tr Msci Usa Qlt Fct (QUAL)
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View all positions for Atria Wealth Solutions

Top funds holding Etf Ser Solutions aam lw dur p

Morgan Stanley
Wells Fargo & Company
LPL Financial
Rainey & Randall Investment Management
Raymond James Financial
Advisor Group Holdings
Royal Bank of Canada
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Cetera Investment Advisers
L2 Asset Management
Sound Income Strategies
AllSquare Wealth Management
Captrust Financial Advisors
Bleakley Financial Group

View all funds holding Etf Ser Solutions aam lw dur p