Collaborative Wealth Managment Inc. Global X Fds U S Pfd ETF (De) Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
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 396,047 shares of PFFD stock, worth $8.06 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
396,047
Previous 383,200
3.35%
Holding current value
$8.06 Million
Previous $7.54 Million
9.12%
% of portfolio
3.82%
Previous 3.78%
Shares
12 transactions
Others Institutions Holding PFFD
# of Institutions
289Shares Held
62.1MCall Options Held
2.1KPut Options Held
1.8K-
Lpl Financial LLC Fort Mill, SC7.14MShares$145 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.37MShares$109 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.62MShares$93.9 Million0.01% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M02.7MShares$54.9 Million7.17% of portfolio
-
Wells Fargo & Company San Francisco, CA2.46MShares$50 Million0.01% of portfolio