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

Modern Wealth Management, LLC

$3.78 Billion
Q2 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 12,808 shares of PFFD stock, worth $247,322. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,808

Previous 557,594 97.7%

Holding current value

$247,322

Previous $10.6 Million 97.73%

% of portfolio

0.01%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$18.11 - $18.97 $9.87 Million - $10.3 Million	-544,786 Reduced 97.7%	12,808 $241,000
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

318

Shares Held

70.6M

Call Options Held

20.4K

Put Options Held

View Full List

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Account

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