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

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $533k 27k 19.70
2025-06-30 $682k 35k 19.61
2025-03-31 $755k 37k 20.20
2024-12-31 $663k 32k 20.56

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Price Blue Chip (TCHP)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for National Wealth Management Group

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