Ever Source Wealth Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 302 shares of PFFD stock, worth $5,629. This represents 0.0% of its overall portfolio holdings.

Number of Shares
302
Previous 1,297 76.72%
Holding current value
$5,629
Previous $25,000 80.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$19.04 - $20.15 $18,944 - $20,049
-995 Reduced 76.72%
302 $5,000
Q4 2024

Feb 07, 2025
SELL
$19.47 - $20.95 $525 - $565
-27 Reduced 2.04%
1,297 $25,000
Q3 2024

Nov 08, 2024
BUY
$19.48 - $20.97 $253 - $272
13 Added 0.99%
1,324 $27,000
Q2 2024

Aug 13, 2024
BUY
$19.15 - $20.2 $402 - $424
21 Added 1.63%
1,311 $25,000
Q1 2024

Jun 11, 2024
BUY
$19.39 - $20.35 $523 - $549
27 Added 2.14%
1,290 $26,000
Q4 2023

Feb 09, 2024
BUY
$17.49 - $19.71 $367 - $413
21 Added 1.69%
1,263 $24,000
Q3 2023

Nov 03, 2023
SELL
$18.73 - $19.58 $1,835 - $1,918
-98 Reduced 7.31%
1,242 $23,000
Q2 2023

Aug 04, 2023
BUY
$18.48 - $20.1 $314 - $341
17 Added 1.28%
1,340 $25,000
Q1 2023

May 11, 2023
BUY
$18.95 - $21.88 $17,244 - $19,910
910 Added 220.34%
1,323 $26,000
Q4 2021

Feb 07, 2022
BUY
$25.24 - $26.03 $10,424 - $10,750
413 New
413 $11,000

Others Institutions Holding PFFD

# of Institutions
319
Shares Held
64.7M
Call Options Held
47.8K
Put Options Held
20.7K
View Full List

About GLOBAL X FDS U S PFD ETF (DE)

PFFD Quotes by TradingView
  • Ticker PFFD
  • Sector ETFs
  • Industry ETFs
More about PFFD
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