Coulter & Justus Financial Services, LLC Global X Variable Rate Preferr Transaction History
Coulter & Justus Financial Services, LLC
- $450 Million
- Q1 2024
Shares
7 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.8 Million0.0% of portfolio
-
Bedel Financial Consulting, Inc.231KShares$5.54 Million0.78% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL202KShares$4.84 Million2.36% of portfolio
-
Creative Planning Overland Park, KS172KShares$4.11 Million0.0% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ159KShares$3.81 Million2.94% of portfolio