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Etf Ser Solutions aam lw dur p shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 140k 20.89
2023-09-30 $2.6M 123k 20.80
2023-06-30 $2.4M 114k 20.94
2023-03-31 $1.8M 86k 21.06
2022-12-31 $1.4M 67k 20.73

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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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