Creative Planning Global X Variable Rate Preferr Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Creative Planning holds 91,262 shares of PFFV stock, worth $2.16 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
91,262
Previous 78,042
16.94%
Holding current value
$2.16 Million
Previous $1.81 Million
19.59%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.05MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY817KShares$19.3 Million0.0% of portfolio
-
Janney Montgomery Scott LLC386KShares$9.12 Million0.03% of portfolio
-
Bedel Financial Consulting, Inc.246KShares$5.82 Million0.9% of portfolio
-
Envestnet Asset Management Inc181KShares$4.28 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL141KShares$3.32 Million0.01% of portfolio