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

Modern Wealth Management, LLC

$3.08 Trillion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Modern Wealth Management, LLC holds 557,594 shares of PFFD stock, worth $10.4 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

557,594

Previous 636,103 12.34%

Holding current value

$10.4 Million

Previous $12.5 Billion 15.32%

% of portfolio

0.34%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$19.04 - $20.15 $1.49 Million - $1.58 Million	-78,509 Reduced 12.34%	557,594 $10.6 Billion
Q4 2024 May 30, 2025	BUY	$19.47 - $20.95 $401,549 - $432,072	20,624 Added 3.7%	578,218 $11.3 Million
Q4 2024 May 29, 2025	SELL	$19.47 - $20.95 $9.78 Million - $10.5 Million	-502,095 Reduced 90.05%	55,499 $1.08 Million
Q4 2024 Feb 11, 2025	BUY	$19.47 - $20.95 $6.14 Million - $6.61 Million	315,346 Added 98.31%	636,103 $12.5 Billion
Q3 2024 May 30, 2025	SELL	$19.48 - $20.97 $4.61 Million - $4.97 Million	-236,837 Reduced 42.47%	320,757 $6.67 Million
Q3 2024 May 29, 2025	SELL	$19.48 - $20.97 $10.6 Million - $11.4 Million	-544,127 Reduced 97.58%	13,467 $279,000
Q3 2024 Nov 05, 2024	BUY	$19.48 - $20.97 $6.25 Million - $6.73 Million	320,757 New	320,757 $6.67 Billion

Others Institutions Holding PFFD

# of Institutions

319

Shares Held

64.7M

Call Options Held

47.8K

Put Options Held

20.7K

View Full List

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

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