Laidlaw Wealth Management LLC Global X Fds U S Pfd ETF (De) Transaction History

Laidlaw Wealth Management LLC

$172 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$18.48 - $20.1 $229,096 - $249,179	-12,397 Reduced 39.46%	19,019 $368,000
Q1 2023 May 12, 2023	SELL	$18.95 - $21.88 $6,803 - $7,854	-359 Reduced 1.13%	31,416 $623,000
Q4 2022 Feb 14, 2023	BUY	$19.02 - $20.86 $17,916 - $19,650	942 Added 3.06%	31,775 $615,000
Q3 2022 Nov 14, 2022	SELL	$20.35 - $22.89 $63,268 - $71,165	-3,109 Reduced 9.16%	30,833 $632,000
Q2 2022 Aug 12, 2022	SELL	$20.54 - $23.36 $82,652 - $94,000	-4,024 Reduced 10.6%	33,942 $720,000
Q1 2022 May 12, 2022	BUY	$22.56 - $25.61 $56,648 - $64,306	2,511 Added 7.08%	37,966 $892,000
Q4 2021 Feb 14, 2022	BUY	$25.24 - $26.03 $29,631 - $30,559	1,174 Added 3.42%	35,455 $913,000
Q3 2021 Nov 12, 2021	BUY	$25.58 - $26.22 $69,628 - $71,370	2,722 Added 8.63%	34,281 $883,000
Q2 2021 Aug 13, 2021	BUY	$25.18 - $26.17 $794,655 - $825,899	31,559 New	31,559 $826,000

Others Institutions Holding PFFD

# of Institutions

276

Shares Held

59.7M

Call Options Held

20.5K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

6.19M
Shares

$127 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

5.21M
Shares

$107 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.8M
Shares

$98.8 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.7M
Shares

$55.5 Million
7.17% of portfolio
Wells Fargo & Company San Francisco, CA

2.55M
Shares

$52.3 Million
0.01% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

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