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

Diversify Wealth Management, LLC

$1.28 Trillion
Q4 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

64

Shares Held

3.84M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.29M
Shares

$31 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

259K
Shares

$6.21 Million
0.02% of portfolio
Bedel Financial Consulting, Inc.

226K
Shares

$5.43 Million
0.77% of portfolio
Creative Planning Overland Park, KS

202K
Shares

$4.84 Million
0.0% of portfolio
Investment Partners Asset Management, Inc. Metuchen, NJ

159K
Shares

$3.81 Million
2.94% of portfolio

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

More about PFFV

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