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Etf Ser Solutions aam lw dur p shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $836k 43k 19.57
2025-06-30 $277k 14k 19.61
2025-03-31 $283k 14k 20.20

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Aptus Defined MF Closed and MF Open (DRSK)
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Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
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Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Etf Ser Solutions aam lw dur p

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
L2 Asset Management
Sound Income Strategies
AllSquare Wealth Management
Cetera Investment Advisers
Captrust Financial Advisors
Commonwealth Equity Services
Gotham Asset Management

View all funds holding Etf Ser Solutions aam lw dur p