Carson Allaria Wealth Management, Ltd. Global X Fds U S Pfd ETF (De) Transaction History

Carson Allaria Wealth Management, Ltd.

$169 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$19.39 - $20.35 $1,337 - $1,404	69 New	69 $1,000

Others Institutions Holding PFFD

# of Institutions

321

Shares Held

67.2M

Call Options Held

17.4K

Put Options Held

2.7K

Lpl Financial LLC Fort Mill, SC

8.2M
Shares

$151 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.18M
Shares

$114 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.34M
Shares

$80 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

3.17M
Shares

$58.5 Million
6.94% of portfolio
Wells Fargo & Company San Francisco, CA

2.4M
Shares

$44.3 Million
0.01% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

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