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TRFMTRFM
4 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ETF SER SOLUTIONS

Steward Partners Investment Advisory, LLC holds 6,335 shares of TRFM (ETF SER SOLUTIONS), worth $400,182 as of 2026-Q2. The position was increased (+31.3% shares). TRFM represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$400,182

Current Shares

6,335

Total Value Change

+$250,962

Total Shares Change

+3,254

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6,335
+31.3%
$400,1820.0%$63.17
30
2026-Q1
Increased
4,825
+42.9%
$224,1380.0%$48.14
31
2025-Q4
Increased
3,377
+9.6%
$160,9140.0%$48.05
25
2025-Q3
New
3,081
-
$149,2200.0%$48.28
31

Other major holders of TRFM: LPL Financial LLC

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