Lewis Asset Management, LLC Global X Fds U S Pfd ETF (De) Transaction History
Lewis Asset Management, LLC
- $243 Billion
- Q3 2025
A detailed history of Lewis Asset Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Lewis Asset Management, LLC holds 14,002 shares of PFFD stock, worth $270,378. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,002
Previous 14,843
5.67%
Holding current value
$270,378
Previous $279 Million
2.66%
% of portfolio
0.11%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding PFFD
# of Institutions
318Shares Held
70.6MCall 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