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

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

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 1,297 shares of PFFD stock, worth $23,851. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,297

Previous 1,324 2.04%

Holding current value

$23,851

Previous $27,000 7.41%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

322

Shares Held

66.7M

Call Options Held

17.4K

Put Options Held

2.7K

View Full List

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

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