Investment Partners Asset Management, Inc. Global X Variable Rate Preferr Transaction History
Investment Partners Asset Management, Inc.
- $122 Billion
- Q3 2024
A detailed history of Investment Partners Asset Management, Inc. transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Investment Partners Asset Management, Inc. holds 152,293 shares of PFFV stock, worth $3.63 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
152,293
Previous 144,961
5.06%
Holding current value
$3.63 Million
Previous $3.43 Billion
6.85%
% of portfolio
3.0%
Previous 3.06%
Shares
4 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.6 Million0.0% of portfolio
-
Bedel Financial Consulting, Inc.231KShares$5.52 Million0.78% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL202KShares$4.82 Million2.36% of portfolio
-
Creative Planning Overland Park, KS172KShares$4.1 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.102KShares$2.44 Million0.01% of portfolio