AllSquare Wealth Management LLC PFLD Holdings History
AllSquare Wealth Management LLC's AAM Low Duration Preferred and Income Securities ETF Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 196,408.00 shares of AAM Low Duration Preferred and Income Securities ETF(PFLD), totaling $3.97 Mil. This investment constitutes 2.36% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0.78% of the outstanding AAM Low Duration Preferred and Income Securities ETF(PFLD) stock.
The initial trade took place in 2021Q2. And since then AllSquare Wealth Management LLC has made 5 purchases of PFLD, at an average price of $24.86, for a total of 230,095.00 shares. In addition, there have been 10 sales at an average price of $21.04 for 33,687.00 shares. Based on historical transaction data and PFLD's current price of $19.56, AllSquare Wealth Management LLC's estimated gain on his PFLD holdings is $-1.17 Mil, reflecting a -20.44% gain to date.
AllSquare Wealth Management LLC PFLD ($19.56) Holding Chart
AllSquare Wealth Management LLC PFLD ($19.56) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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