Ever Source Wealth Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 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 305 shares of PFFD stock, worth $5,889. This represents 0.0% of its overall portfolio holdings.
Number of Shares
305
Previous 302
0.99%
Holding current value
$5,889
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding PFFD
# of Institutions
319Shares Held
70.5MCall Options Held
20.4KPut Options Held
0-
Orgel Wealth Management, LLC7.03MShares$136 Million3.29% of portfolio
-
Bank Of America Corp Charlotte, NC5.67MShares$109 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.47MShares$86.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$80.5 Million0.03% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.48MShares$67.3 Million5.86% of portfolio