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
63Shares Held
3.47MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.9 Million0.0% of portfolio
-
Bedel Financial Consulting, Inc.231KShares$5.56 Million0.78% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL202KShares$4.85 Million2.36% of portfolio
-
Creative Planning Overland Park, KS172KShares$4.13 Million0.0% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ152KShares$3.66 Million3.0% of portfolio