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 205,069 shares of PFFD stock, worth $4.02 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
205,069
Previous 202,778 1.13%
Holding current value
$4.02 Million
Previous $4.09 Million 1.27%
% of portfolio
0.31%
Previous 0.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

BUY
$19.15 - $20.2 $43,872 - $46,278
2,291 Added 1.13%
205,069 $4.04 Million
Q1 2024

Apr 01, 2024

BUY
$19.39 - $20.35 $119,093 - $124,989
6,142 Added 3.12%
202,778 $4.09 Million
Q4 2023

Jan 02, 2024

BUY
$17.49 - $19.71 $75,784 - $85,403
4,333 Added 2.25%
196,636 $3.82 Million
Q3 2023

Oct 03, 2023

BUY
$18.73 - $19.58 $146,805 - $153,468
7,838 Added 4.25%
192,303 $3.62 Million
Q2 2023

Jul 10, 2023

BUY
$18.48 - $20.1 $158,964 - $172,900
8,602 Added 4.89%
184,465 $3.58 Million
Q1 2023

Apr 10, 2023

BUY
$18.95 - $21.88 $707,024 - $816,342
37,310 Added 26.93%
175,863 $3.49 Million
Q4 2022

Jan 19, 2023

BUY
$19.02 - $20.86 $1.13 Million - $1.24 Million
59,283 Added 74.79%
138,553 $2.68 Million
Q3 2022

Oct 27, 2022

BUY
$20.36 - $22.89 $438,167 - $492,615
21,521 Added 37.27%
79,270 $1.63 Million
Q2 2022

Jul 08, 2022

BUY
$20.54 - $23.36 $1.19 Million - $1.35 Million
57,749 New
57,749 $1.23 Million

Others Institutions Holding PFFD

About GLOBAL X FDS U S PFD ETF (DE)


  • Ticker PFFD
  • Sector ETFs
  • Industry ETFs
More about PFFD
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.