Hbw Advisory Services LLC Global X Variable Rate Preferr Transaction History

Hbw Advisory Services LLC

$649 Million
Q4 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 $185,377 - $204,513	-7,875 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$25.19 - $27.7 $198,371 - $218,137	7,875 New	7,875 $205,000

Others Institutions Holding PFFV

# of Institutions

66

Shares Held

3.55M

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.

226K
Shares

$5.39 Million
0.77% of portfolio
Leslie Global Wealth, LLC Itasca, IL

202K
Shares

$4.81 Million
2.36% of portfolio
Creative Planning Overland Park, KS

172K
Shares

$4.09 Million
0.0% of portfolio
Investment Partners Asset Management, Inc. Metuchen, NJ

159K
Shares

$3.79 Million
2.94% of portfolio

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

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