Fiduciary Planning LLC Global X Fds U S Pfd ETF (De) Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$17.6 - $25.6 $550,633 - $800,921	-31,286 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$24.63 - $25.21 $770,574 - $788,720	31,286 New	31,286 $795,000

Others Institutions Holding PFFD

# of Institutions

279

Shares Held

60.7M

Call Options Held

20.5K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

7.14M
Shares

$147 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

5.21M
Shares

$107 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.8M
Shares

$98.8 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.7M
Shares

$55.5 Million
7.17% of portfolio
Wells Fargo & Company San Francisco, CA

2.55M
Shares

$52.3 Million
0.01% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.