Levy Wealth Management Group, LLC Global X Fds U S Pfd ETF (De) Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 14,810 shares of PFFD stock, worth $285,981. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,810
Previous 14,425
2.67%
Holding current value
$285,981
Previous $290,000
0.34%
% of portfolio
0.07%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding PFFD
# of Institutions
318Shares Held
70.1MCall Options Held
20.4KPut Options Held
0-
Orgel Wealth Management, LLC7.03MShares$136 Million3.29% of portfolio
-
Bank Of America Corp Charlotte, NC5.67MShares$109 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.47MShares$86.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$80.5 Million0.03% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.48MShares$67.3 Million5.86% of portfolio