Creative Planning Global X Variable Rate Preferr Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Creative Planning holds 201,656 shares of PFFV stock, worth $4.82 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
201,656
Previous 171,806
17.37%
Holding current value
$4.82 Million
Previous $4.13 Million
15.06%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding PFFV
# of Institutions
64Shares Held
3.82MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.29MShares$30.9 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.259KShares$6.18 Million0.02% of portfolio
-
Bedel Financial Consulting, Inc.226KShares$5.4 Million0.77% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ159KShares$3.8 Million2.94% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL155KShares$3.7 Million1.7% of portfolio