Rooted Wealth Advisors, Inc. Global X Fds U S Pfd ETF (De) Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 10,655 shares of PFFD stock, worth $216,829. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,655

Previous 13,500 21.07%

Holding current value

$216,829

Previous $269,000 18.59%

% of portfolio

0.1%

Previous 0.12%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$19.48 - $20.97 $55,420 - $59,659	-2,845 Reduced 21.07%	10,655 $219,000
Q2 2024 Jul 25, 2024	BUY	$19.15 - $20.2 $44,198 - $46,621	2,308 Added 20.62%	13,500 $269,000
Q1 2024 Apr 17, 2024	BUY	$19.39 - $20.35 $19,564 - $20,533	1,009 Added 9.91%	11,192 $224,000
Q4 2023 Feb 07, 2024	BUY	$17.49 - $19.71 $178,100 - $200,706	10,183 New	10,183 $202,000

Others Institutions Holding PFFD

# of Institutions

289

Shares Held

62.1M

Call Options Held

2.1K

Put Options Held

1.8K

View Full List

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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Global X Fds U S Pfd ETF (De) Transaction History