Destiny Wealth Partners, LLC Global X Fds U S Pfd ETF (De) Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$19.02 - $20.86 $39,713 - $43,555	-2,088 Reduced 85.96%	341 $0
Q3 2022 Oct 25, 2022	SELL	$20.35 - $22.89 $1,729 - $1,945	-85 Reduced 3.38%	2,429 $50,000
Q2 2022 Jul 15, 2022	SELL	$20.54 - $23.36 $5,155 - $5,863	-251 Reduced 9.08%	2,514 $53,000
Q1 2022 Apr 21, 2022	SELL	$22.56 - $25.61 $2.59 Million - $2.94 Million	-114,912 Reduced 97.65%	2,765 $65,000
Q4 2021 Jan 20, 2022	BUY	$25.24 - $26.03 $78,319 - $80,771	3,103 Added 2.71%	117,677 $3.03 Million
Q3 2021 Oct 28, 2021	BUY	$25.58 - $26.22 $446,882 - $458,063	17,470 Added 17.99%	114,574 $2.95 Million
Q2 2021 Jul 27, 2021	BUY	$25.18 - $26.17 $17,449 - $18,135	693 Added 0.72%	97,104 $2.54 Million
Q1 2021 Apr 22, 2021	BUY	$24.82 - $25.74 $282,873 - $293,358	11,397 Added 13.41%	96,411 $2.46 Million
Q4 2020 Feb 05, 2021	BUY	$24.66 - $25.8 $2.1 Million - $2.19 Million	85,014 New	85,014 $2.19 Million

Others Institutions Holding PFFD

# of Institutions

289

Shares Held

62.2M

Call Options Held

2.1K

Put Options Held

1.8K

Lpl Financial LLC Fort Mill, SC

7.14M
Shares

$138 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

5.37M
Shares

$103 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.62M
Shares

$88.9 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.7M
Shares

$52 Million
7.17% of portfolio
Wells Fargo & Company San Francisco, CA

2.46M
Shares

$47.3 Million
0.01% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
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