Collaborative Wealth Managment Inc. Global X Fds U S Pfd ETF (De) Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 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 275,973 shares of PFFD stock, worth $5.22 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
275,973
Previous 364,576 24.3%
Holding current value
$5.22 Million
Previous $6.86 Million 21.88%
% of portfolio
2.25%
Previous 3.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$18.82 - $19.8 $1.67 Million - $1.75 Million
-88,603 Reduced 24.3%
275,973 $5.36 Million
Q2 2025

Aug 08, 2025
SELL
$18.11 - $18.97 $910,118 - $953,337
-50,255 Reduced 12.11%
364,576 $6.86 Million
Q1 2025

May 08, 2025
BUY
$19.04 - $20.15 $126,387 - $133,755
6,638 Added 1.63%
414,831 $7.9 Million
Q4 2024

Feb 10, 2025
BUY
$19.47 - $20.95 $236,482 - $254,458
12,146 Added 3.07%
408,193 $7.96 Million
Q3 2024

Nov 12, 2024
BUY
$19.48 - $20.97 $250,259 - $269,401
12,847 Added 3.35%
396,047 $8.23 Million
Q2 2024

Aug 09, 2024
BUY
$19.15 - $20.2 $702,096 - $740,592
36,663 Added 10.58%
383,200 $7.54 Million
Q1 2024

May 10, 2024
BUY
$19.39 - $20.35 $443,429 - $465,384
22,869 Added 7.07%
346,537 $6.99 Million
Q4 2023

Feb 07, 2024
BUY
$17.49 - $19.71 $399,401 - $450,097
22,836 Added 7.59%
323,668 $6.28 Million
Q3 2023

Nov 09, 2023
BUY
$18.73 - $19.58 $343,601 - $359,195
18,345 Added 6.49%
300,832 $5.66 Million
Q2 2023

Aug 07, 2023
BUY
$18.48 - $20.1 $625,825 - $680,686
33,865 Added 13.62%
282,487 $5.48 Million
Q1 2023

May 08, 2023
BUY
$18.95 - $21.88 $1.15 Million - $1.33 Million
60,650 Added 32.27%
248,622 $4.94 Million
Q4 2022

Feb 10, 2023
BUY
$19.02 - $20.86 $128,499 - $140,930
6,756 Added 3.73%
187,972 $3.64 Million
Q3 2022

Nov 14, 2022
BUY
$20.35 - $22.89 $201,200 - $226,313
9,887 Added 5.77%
181,216 $3.72 Million
Q2 2022

Aug 15, 2022
BUY
$20.54 - $23.36 $447,299 - $508,710
21,777 Added 14.56%
171,329 $3.63 Million
Q4 2021

Feb 11, 2022
SELL
$25.24 - $26.03 $144,751 - $149,282
-5,735 Reduced 3.69%
149,552 $3.85 Million
Q1 2021

May 12, 2022
BUY
$24.82 - $25.74 $3.85 Million - $4 Million
155,287 New
155,287 $3.65 Million

Others Institutions Holding PFFD

# of Institutions
317
Shares Held
72.9M
Call Options Held
11.7K
Put Options Held
0
View Full List

About GLOBAL X FDS U S PFD ETF (DE)

PFFD Quotes by TradingView
  • Ticker PFFD
  • Sector ETFs
  • Industry ETFs
More about PFFD
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