Gsb Wealth Management, LLC Global X Variable Rate Preferr Transaction History

Gsb Wealth Management, LLC

$384 Million
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	SELL	$23.57 - $24.48 $9,239 - $9,596	-392 Reduced 4.17%	9,018 $212,000
Q3 2024 Oct 25, 2024	BUY	$23.2 - $24.27 $394 - $412	17 Added 0.18%	9,410 $226,000
Q2 2024 Jul 18, 2024	BUY	$23.06 - $23.83 $1,660 - $1,715	72 Added 0.77%	9,393 $222,000
Q1 2024 May 02, 2024	BUY	$23.11 - $23.94 $485 - $502	21 Added 0.23%	9,321 $220,000
Q4 2023 Feb 13, 2024	BUY	$21.83 - $23.74 $203,018 - $220,782	9,300 New	9,300 $215,000
Q1 2023 May 15, 2023	SELL	$21.79 - $24.67 $7,975 - $9,029	-366 Reduced 2.14%	16,705 $381,000
Q4 2022 Feb 16, 2023	SELL	$22.23 - $23.71 $1.08 Million - $1.16 Million	-48,791 Reduced 74.08%	17,071 $384,000
Q3 2022 Oct 18, 2022	SELL	$23.3 - $25.35 $6,873 - $7,478	-295 Reduced 0.45%	65,862 $1.55 Million
Q2 2022 Jul 20, 2022	BUY	$23.54 - $25.97 $224,312 - $247,468	9,529 Added 16.83%	66,157 $1.6 Million
Q1 2022 May 02, 2022	BUY	$25.19 - $27.7 $128,897 - $141,740	5,117 Added 9.93%	56,628 $1.48 Million
Q4 2021 Feb 11, 2022	BUY	$27.27 - $28.22 $287,562 - $297,579	10,545 Added 25.74%	51,511 $1.43 Million
Q3 2021 Oct 22, 2021	BUY	$27.79 - $28.44 $201,477 - $206,190	7,250 Added 21.5%	40,966 $1.15 Million
Q2 2021 Jul 29, 2021	BUY	$27.39 - $28.41 $361,986 - $375,466	13,216 Added 64.47%	33,716 $958,000
Q1 2021 Aug 11, 2021	BUY	$26.64 - $27.68 $546,120 - $567,440	20,500 New	20,500 $568,000

Others Institutions Holding PFFV

# of Institutions

76

Shares Held

5.06M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.45M
Shares

$33.2 Million
0.0% of portfolio
Janney Montgomery Scott LLC

273K
Shares

$6.27 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

240K
Shares

$5.53 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

240K
Shares

$5.51 Million
0.02% of portfolio
Ironsides Asset Advisors, LLC Rocky Mount, NC

228K
Shares

$5.24 Million
1.52% of portfolio

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
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