Balboa Wealth Partners Global X Fds U S Pfd ETF (De) Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$18.73 - $19.58 $518,109 - $541,621	27,662 New	27,662 $520,000
Q1 2023 May 11, 2023	BUY	$18.95 - $21.88 $251,409 - $290,281	13,267 New	13,267 $263,000

Others Institutions Holding PFFD

# of Institutions

276

Shares Held

59.7M

Call Options Held

20.5K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

6.19M
Shares

$127 Million
0.06% 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)

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