Collaborative Wealth Managment Inc. Global X Fds U S Pfd ETF (De) Transaction History
Collaborative Wealth Managment Inc.
- $222 Million
- Q2 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 364,576 shares of PFFD stock, worth $7.04 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
364,576
Previous 414,831
12.11%
Holding current value
$7.04 Million
Previous $7.9 Million
13.09%
% of portfolio
3.09%
Previous 3.81%
Shares
15 transactions
Others Institutions Holding PFFD
# of Institutions
319Shares Held
70.5MCall Options Held
20.4KPut Options Held
0-
Orgel Wealth Management, LLC7.03MShares$136 Million3.29% of portfolio
-
Bank Of America Corp Charlotte, NC5.67MShares$109 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.47MShares$86.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$80.5 Million0.03% of portfolio
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Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.48MShares$67.3 Million5.86% of portfolio