Fiduciary Planning LLC Global X Fds U S Pfd ETF (De) Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$17.6 - $25.6 $550,633 - $800,921	-31,286 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$24.63 - $25.21 $770,574 - $788,720	31,286 New	31,286 $795,000

Others Institutions Holding PFFD

# of Institutions

279

Shares Held

60.7M

Call Options Held

20.5K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

7.14M
Shares

$148 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

5.21M
Shares

$108 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.8M
Shares

$99.7 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.7M
Shares

$56 Million
7.17% of portfolio
Wells Fargo & Company San Francisco, CA

2.55M
Shares

$52.8 Million
0.01% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

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