Congress Wealth Management LLC Global X Variable Rate Preferr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Congress Wealth Management LLC holds 162,187 shares of PFFV stock, worth $3.73 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
162,187
Previous 54,370 198.3%
Holding current value
$3.73 Million
Previous $1.29 Million 187.48%
% of portfolio
0.04%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$22.41 - $23.43 $2.42 Million - $2.53 Million
107,817 Added 198.3%
162,187 $3.7 Million
Q1 2025

May 14, 2025
BUY
$23.51 - $24.14 $902,854 - $927,048
38,403 Added 240.51%
54,370 $1.29 Million
Q4 2024

Feb 11, 2025
BUY
$23.57 - $24.48 $376,342 - $390,872
15,967 New
15,967 $376,000

Others Institutions Holding PFFV

# of Institutions
73
Shares Held
5.61M
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X VARIABLE RATE PREFERR

PFFV Quotes by TradingView
  • Ticker PFFV
  • Sector Technology
More about PFFV
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