Joseph P. Lucia & Associates, LLC Global X Variable Rate Preferr Transaction History

Joseph P. Lucia & Associates, LLC

  • $218 Million
  • Q3 2025

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 12,391 shares of PFFV stock, worth $280,903. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,391
Previous 12,819 3.34%
Holding current value
$280,903
Previous $292,000 2.05%
% of portfolio
0.13%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$22.87 - $23.38 $9,788 - $10,006
-428 Reduced 3.34%
12,391 $286,000
Q2 2025

Aug 04, 2025
SELL
$22.41 - $23.43 $11,205 - $11,715
-500 Reduced 3.75%
12,819 $292,000
Q1 2025

May 14, 2025
BUY
$23.51 - $24.14 $24,497 - $25,153
1,042 Added 8.49%
13,319 $315,000
Q4 2024

Jan 22, 2025
BUY
$23.57 - $24.48 $3,865 - $4,014
164 Added 1.35%
12,277 $289,000
Q3 2024

Oct 23, 2024
BUY
$23.2 - $24.27 $14,592 - $15,265
629 Added 5.48%
12,113 $291,000
Q1 2024

May 03, 2024
BUY
$23.11 - $23.94 $9,405 - $9,743
407 Added 3.67%
11,484 $271,000
Q4 2023

Jan 29, 2024
BUY
$21.83 - $23.74 $458 - $498
21 Added 0.19%
11,077 $256,000
Q1 2023

May 02, 2023
BUY
$21.79 - $24.67 $22,661 - $25,656
1,040 Added 10.38%
11,056 $252,000
Q4 2022

Feb 13, 2023
BUY
$22.23 - $23.71 $12,559 - $13,396
565 Added 5.98%
10,016 $225,000
Q3 2022

Oct 28, 2022
BUY
$23.3 - $25.35 $62,537 - $68,039
2,684 Added 39.66%
9,451 $222,000
Q2 2022

Jul 26, 2022
BUY
$23.54 - $25.97 $159,295 - $175,738
6,767 New
6,767 $163,000

Others Institutions Holding PFFV

# of Institutions
75
Shares Held
7.22M
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X VARIABLE RATE PREFERR

PFFV Quotes by TradingView
  • Ticker PFFV
  • Sector Technology
More about PFFV
Track This Portfolio

Track Joseph P. Lucia & Associates, LLC Portfolio

Follow Joseph P. Lucia & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joseph P. Lucia & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joseph P. Lucia & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email