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

Orgel Wealth Management, LLC

$4.15 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PFFD

# of Institutions

317

Shares Held

70M

Call Options Held

20.4K

Put Options Held

0

Bank Of America Corp Charlotte, NC

5.67M
Shares

$111 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$87.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

4.17M
Shares

$81.5 Million
0.03% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

3.54M
Shares

$69.2 Million
6.76% of portfolio
Wells Fargo & Company San Francisco, CA

2.75M
Shares

$53.8 Million
0.01% of portfolio

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 Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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