Flagship Harbor Advisors, LLC Global X Variable Rate Preferr Transaction History

Flagship Harbor Advisors, LLC

$1.74 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$23.54 - $25.97 $191,851 - $211,655	-8,150 Closed	0 $0
Q1 2022 Apr 13, 2022	BUY	$25.19 - $27.7 $205,298 - $225,755	8,150 New	8,150 $213,000

Others Institutions Holding PFFV

# of Institutions

65

Shares Held

3.48M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.37M
Shares

$32.6 Million
0.0% of portfolio
Bedel Financial Consulting, Inc.

231K
Shares

$5.52 Million
0.78% of portfolio
Leslie Global Wealth, LLC Itasca, IL

202K
Shares

$4.82 Million
2.36% of portfolio
Creative Planning Overland Park, KS

172K
Shares

$4.1 Million
0.0% of portfolio
Investment Partners Asset Management, Inc. Metuchen, NJ

152K
Shares

$3.63 Million
3.0% of portfolio

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

More about PFFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Flagship Harbor Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flagship Harbor Advisors, LLC with notifications on news.