Modern Wealth Management, LLC Global X Fds U S Pfd ETF (De) Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Modern Wealth Management, LLC holds 557,594 shares of PFFD stock, worth $10.6 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
557,594
Previous 557,594
-0.0%
Holding current value
$10.6 Million
Previous $10.6 Billion
99.9%
% of portfolio
0.35%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding PFFD
# of Institutions
320Shares Held
71.7MCall Options Held
47.8KPut Options Held
20.7K-
Orgel Wealth Management, LLC6.96MShares$133 Million3.34% of portfolio
-
Bank Of America Corp Charlotte, NC6.4MShares$122 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.68MShares$108 Million0.04% of portfolio
-
Morgan Stanley New York, NY4.31MShares$82.2 Million0.01% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.54MShares$67.6 Million6.76% of portfolio