Napa Wealth Management Global X Variable Rate Preferr Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
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 32,453 shares of PFFV stock, worth $774,977. This represents 0.33% of its overall portfolio holdings.
Number of Shares
32,453
Previous 38,758
16.27%
Holding current value
$774,977
Previous $932 Million
17.93%
% of portfolio
0.33%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding PFFV
# of Institutions
64Shares Held
3.82MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.29MShares$30.9 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.259KShares$6.18 Million0.02% of portfolio
-
Bedel Financial Consulting, Inc.226KShares$5.4 Million0.77% of portfolio
-
Creative Planning Overland Park, KS202KShares$4.82 Million0.0% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ159KShares$3.8 Million2.94% of portfolio