Fortem Financial Group, LLC Global X Fds U S Pfd ETF (De) Transaction History

Fortem Financial Group, LLC

$226 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 20, 2021	SELL	$24.82 - $25.74 $2,482 - $2,574	-100 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$24.66 - $25.8 $2,466 - $2,580	100 New	100 $3,000

Others Institutions Holding PFFD

# of Institutions

275

Shares Held

59M

Call Options Held

20.5K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

6.19M
Shares

$129 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

5.21M
Shares

$109 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.8M
Shares

$100 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.55M
Shares

$53 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.43M
Shares

$50.6 Million
6.77% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
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Industry ETFs

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