Creative One Wealth, LLC Global X Variable Rate Preferr Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Creative One Wealth, LLC holds 17,229 shares of PFFV stock, worth $408,844. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,229
Previous 14,706 17.16%
Holding current value
$408,844
Previous $348,000 18.97%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$23.2 - $24.27 $58,533 - $61,233
2,523 Added 17.16%
17,229 $414,000
Q2 2024

Aug 14, 2024
BUY
$23.06 - $23.83 $103,539 - $106,996
4,490 Added 43.95%
14,706 $348,000
Q1 2024

May 14, 2024
BUY
$23.11 - $23.94 $236,091 - $244,571
10,216 New
10,216 $242,000
Q2 2023

Aug 14, 2023
BUY
$20.85 - $22.95 $220,092 - $242,260
10,556 Added 15.24%
79,799 $1.92 Million
Q1 2023

May 15, 2023
SELL
$21.79 - $24.67 $611,274 - $692,067
-28,053 Reduced 28.83%
69,243 $1.58 Million
Q4 2022

Feb 14, 2023
BUY
$22.23 - $23.71 $104,792 - $111,768
4,714 Added 5.09%
97,296 $2.19 Million
Q3 2022

Nov 14, 2022
BUY
$23.3 - $25.35 $262,194 - $285,263
11,253 Added 13.84%
92,582 $2.17 Million
Q2 2022

Aug 12, 2022
BUY
$23.54 - $25.97 $40,512 - $44,694
1,721 Added 2.16%
81,329 $1.96 Million
Q1 2022

May 13, 2022
BUY
$25.19 - $27.7 $34,560 - $38,004
1,372 Added 1.75%
79,608 $2.08 Million
Q4 2021

Feb 15, 2022
SELL
$27.27 - $28.22 $174,800 - $180,890
-6,410 Reduced 7.57%
78,236 $2.17 Million
Q3 2021

Nov 16, 2021
BUY
$27.79 - $28.44 $2.35 Million - $2.41 Million
84,646 New
84,646 $2.38 Million

Others Institutions Holding PFFV

# of Institutions
65
Shares Held
3.48M
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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email