Paulson Wealth Management Inc. Global X Variable Rate Preferr Transaction History
Paulson Wealth Management Inc.
- $371 Million
- Q3 2024
A detailed history of Paulson Wealth Management Inc. transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 19,716 shares of PFFV stock, worth $470,029. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,716
Previous 20,880
5.57%
Holding current value
$470,029
Previous $493,000
3.85%
% of portfolio
0.13%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.6 Million0.0% of portfolio
-
Bedel Financial Consulting, Inc.231KShares$5.52 Million0.78% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL202KShares$4.82 Million2.36% of portfolio
-
Creative Planning Overland Park, KS172KShares$4.1 Million0.0% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ152KShares$3.63 Million3.0% of portfolio