A detailed history of Perissos Private Wealth Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 93,688 shares of PFFD stock, worth $1.96 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
93,688
Previous 72,376 29.45%
Holding current value
$1.96 Million
Previous $1.46 Billion 26.36%
% of portfolio
1.65%
Previous 1.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$19.15 - $20.2 $408,124 - $430,502
21,312 Added 29.45%
93,688 $1.84 Billion
Q1 2024

May 14, 2024

BUY
$19.39 - $20.35 $1.4 Million - $1.47 Million
72,376 New
72,376 $1.46 Billion

Others Institutions Holding PFFD

About GLOBAL X FDS U S PFD ETF (DE)


  • Ticker PFFD
  • Sector ETFs
  • Industry ETFs
More about PFFD
Track This Portfolio

Track Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, LLC 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 Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.