Napa Wealth Management Global X Variable Rate Preferr Transaction History

Napa Wealth Management

  • $211 Billion
  • Q3 2024

A detailed history of Napa Wealth Management transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Napa Wealth Management holds 38,758 shares of PFFV stock, worth $930,579. This represents 0.44% of its overall portfolio holdings.

Number of Shares
38,758
Previous 28,640 35.33%
Holding current value
$930,579
Previous $677 Million 37.63%
% of portfolio
0.44%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$23.2 - $24.27 $234,737 - $245,563
10,118 Added 35.33%
38,758 $932 Million
Q2 2024

Aug 14, 2024
BUY
$23.06 - $23.83 $660,438 - $682,491
28,640 New
28,640 $677 Million

Others Institutions Holding PFFV

# of Institutions
63
Shares Held
3.47M
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X VARIABLE RATE PREFERR

PFFV Quotes by TradingView
  • Ticker PFFV
  • Sector Technology
More about PFFV
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email