Diversify Wealth Management, LLC Global X Variable Rate Preferr Transaction History

Diversify Wealth Management, LLC

$1.04 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$23.06 - $23.83 $216,764 - $224,001	9,400 New	9,400 $218 Million

Others Institutions Holding PFFV

# of Institutions

65

Shares Held

3.48M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.37M
Shares

$32.6 Million
0.0% of portfolio
Bedel Financial Consulting, Inc.

231K
Shares

$5.52 Million
0.78% of portfolio
Leslie Global Wealth, LLC Itasca, IL

202K
Shares

$4.82 Million
2.36% of portfolio
Creative Planning Overland Park, KS

172K
Shares

$4.1 Million
0.0% of portfolio
Investment Partners Asset Management, Inc. Metuchen, NJ

152K
Shares

$3.63 Million
3.0% of portfolio

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

More about PFFV

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