A detailed history of Orgel Wealth Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 2,233,236 shares of PFFD stock, worth $44.1 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
2,233,236
Previous 2,037,722 9.59%
Holding current value
$44.1 Million
Previous $40.1 Million 15.72%
% of portfolio
1.2%
Previous 1.12%

Shares

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

Oct 17, 2024

BUY
$19.48 - $20.97 $3.81 Million - $4.1 Million
195,514 Added 9.59%
2,233,236 $46.4 Million
Q2 2024

Jul 22, 2024

BUY
$19.15 - $20.2 $3.51 Million - $3.7 Million
183,307 Added 9.88%
2,037,722 $40.1 Million
Q1 2024

Apr 15, 2024

BUY
$19.39 - $20.35 $1.87 Million - $1.96 Million
96,209 Added 5.47%
1,854,415 $37.4 Million
Q4 2023

Jan 11, 2024

SELL
$17.49 - $19.71 $51 Million - $57.4 Million
-2,913,812 Reduced 62.37%
1,758,206 $34.1 Million
Q3 2023

Oct 26, 2023

BUY
$18.73 - $19.58 $616,984 - $644,984
32,941 Added 0.71%
4,672,018 $87.9 Million
Q2 2023

Jul 10, 2023

BUY
$18.48 - $20.1 $3.3 Million - $3.59 Million
178,770 Added 4.01%
4,639,077 $90 Million
Q1 2023

Apr 06, 2023

SELL
$18.95 - $21.88 $43.6 Million - $50.3 Million
-2,300,090 Reduced 34.02%
4,460,307 $88.6 Million
Q4 2022

Jan 17, 2023

BUY
$19.02 - $20.86 $14.5 Million - $15.9 Million
761,812 Added 12.7%
6,760,397 $0
Q3 2022

Oct 25, 2022

BUY
$20.35 - $22.89 $122 Million - $137 Million
5,998,585 New
5,998,585 $123 Million

Others Institutions Holding PFFD

About GLOBAL X FDS U S PFD ETF (DE)


  • Ticker PFFD
  • Sector ETFs
  • Industry ETFs
More about PFFD
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