Bogart Wealth, LLC Global X Fds U S Pfd ETF (De) Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$20.54 - $23.36 $117,427 - $133,549	-5,717 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$25.24 - $26.03 $144,297 - $148,813	5,717 New	5,717 $147,000

Others Institutions Holding PFFD

# of Institutions

289

Shares Held

62.1M

Call Options Held

2.1K

Put Options Held

1.8K

Lpl Financial LLC Fort Mill, SC

7.14M
Shares

$141 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

5.37M
Shares

$106 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.62M
Shares

$91.2 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.7M
Shares

$53.3 Million
7.17% of portfolio
Wells Fargo & Company San Francisco, CA

2.46M
Shares

$48.5 Million
0.01% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

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