Joseph P. Lucia & Associates, LLC Global X Variable Rate Preferr Transaction History
Joseph P. Lucia & Associates, LLC
- $159 Million
- Q1 2024
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 11,484 shares of PFFV stock, worth $271,252. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,484
Previous 11,077
3.67%
Holding current value
$271,252
Previous $256,000
5.86%
% of portfolio
0.17%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.05MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY817KShares$19.3 Million0.0% of portfolio
-
Janney Montgomery Scott LLC386KShares$9.11 Million0.03% of portfolio
-
Bedel Financial Consulting, Inc.246KShares$5.81 Million0.9% of portfolio
-
Envestnet Asset Management Inc181KShares$4.27 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL141KShares$3.32 Million0.01% of portfolio