Napa Wealth Management Global X Variable Rate Preferr Call Options Transaction History

Napa Wealth Management

$211 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PFFV

# of Institutions

63

Shares Held

3.47M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.37M
Shares

$32.9 Million
0.0% of portfolio
Bedel Financial Consulting, Inc.

231K
Shares

$5.56 Million
0.78% of portfolio
Leslie Global Wealth, LLC Itasca, IL

202K
Shares

$4.85 Million
2.36% of portfolio
Creative Planning Overland Park, KS

172K
Shares

$4.13 Million
0.0% of portfolio
Investment Partners Asset Management, Inc. Metuchen, NJ

152K
Shares

$3.66 Million
3.0% of portfolio

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

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