Cherry Tree Wealth Management, LLC Global X Fds U S Pfd ETF (De) Transaction History

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,896 shares of PFFD stock, worth $53,981. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,896

Previous 14,528 80.07%

Holding current value

$53,981

Previous $283 Million 80.55%

% of portfolio

0.01%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$19.04 - $20.15 $221,473 - $234,384	-11,632 Reduced 80.07%	2,896 $55.1 Million
Q4 2024 Feb 04, 2025	BUY	$19.47 - $20.95 $7,982 - $8,589	410 Added 2.9%	14,528 $283 Million
Q3 2024 Nov 12, 2024	SELL	$19.48 - $20.97 $23,824 - $25,646	-1,223 Reduced 7.97%	14,118 $293 Million
Q2 2024 Aug 06, 2024	BUY	$19.15 - $20.2 $19,686 - $20,765	1,028 Added 7.18%	15,341 $302 Million
Q1 2024 May 01, 2024	BUY	$19.39 - $20.35 $290 - $305	15 Added 0.1%	14,313 $289 Million
Q4 2023 Feb 06, 2024	SELL	$17.49 - $19.71 $352,720 - $397,491	-20,167 Reduced 58.51%	14,298 $277 Million
Q3 2023 Nov 14, 2023	SELL	$18.73 - $19.58 $27,195 - $28,430	-1,452 Reduced 4.04%	34,465 $648 Million
Q2 2023 Aug 09, 2023	BUY	$18.48 - $20.1 $663,746 - $721,931	35,917 New	35,917 $696 Million

Others Institutions Holding PFFD

# of Institutions

319

Shares Held

64.7M

Call Options Held

47.8K

Put Options Held

20.7K

View Full List

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

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Cherry Tree Wealth Management, LLC Global X Fds U S Pfd ETF (De) Transaction History