AllSquare Wealth Management LLC
Position in PFLD — AAM Low Duration Preferred and Income Securities ETF
CIK 1633674
ALBANY, NY
All Filings in PFLD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 PFLD | $3,777,120 | 191,732 | Shares | Sole | 2026-01-12 | |
| 2025-06-30 PFLD | $3,792,083 | 193,375 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 PFLD | $3,967,441 | 196,408 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 PFLD | $4,211,366 | 204,833 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 PFLD | $4,498,864 | 212,411 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 PFLD | $4,474,085 | 212,849 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 PFLD | $4,602,789 | 217,626 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 PFLD | $4,560,537 | 218,312 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PFLD | $4,651,504 | 223,630 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 PFLD | $4,684,989 | 223,734 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 PFLD | $4,711,838 | 223,734 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 PFLD | $4,655,128 | 224,560 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 PFLD | $4,850,245 | 227,818 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 PFLD | $4,860,396 | 218,543 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 PFLD | $5,095,032 | 214,077 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 PFLD | $5,421,831 | 216,354 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 PFLD | $4,870,995 | 193,447 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 PFLD | $1,953,921 | 76,920 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||