Napa Wealth Management Global X Variable Rate Preferr Transaction History
Napa Wealth Management
- $178 Billion
- Q1 2025
A detailed history of Napa Wealth Management transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Napa Wealth Management holds 28,641 shares of PFFV stock, worth $655,019. This represents 0.38% of its overall portfolio holdings.
Number of Shares
28,641
Previous 32,453
11.75%
Holding current value
$655,019
Previous $765 Million
11.41%
% of portfolio
0.38%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding PFFV
# of Institutions
76Shares Held
5.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.45MShares$33.1 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.295KShares$6.75 Million0.02% of portfolio
-
Axs Investments LLC Port Chester, NY273KShares$6.25 Million1.94% of portfolio
-
Bank Of America Corp Charlotte, NC240KShares$5.5 Million0.0% of portfolio
-
Ironsides Asset Advisors, LLC Rocky Mount, NC228KShares$5.2 Million1.59% of portfolio