Appleton Partners Inc Global X Fds U S Pfd ETF (De) Transaction History
Appleton Partners Inc
- $1.41 Billion
- Q2 2025
A detailed history of Appleton Partners Inc transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Appleton Partners Inc holds 214,421 shares of PFFD stock, worth $4.18 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
214,421
Previous 227,429
5.72%
Holding current value
$4.18 Million
Previous $4.33 Million
6.74%
% of portfolio
0.29%
Previous 0.33%
Shares
13 transactions
Others Institutions Holding PFFD
# of Institutions
319Shares Held
70MCall Options Held
20.4KPut Options Held
0-
Orgel Wealth Management, LLC6.96MShares$136 Million3.34% of portfolio
-
Bank Of America Corp Charlotte, NC5.67MShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.47MShares$87.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$81.4 Million0.03% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.54MShares$69.1 Million6.76% of portfolio