Plan Group Financial, LLC Global X Fds U S Pfd ETF (De) Transaction History
Plan Group Financial, LLC
- $355 Million
- Q3 2025
A detailed history of Plan Group Financial, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Plan Group Financial, LLC holds 223,393 shares of PFFD stock, worth $4.31 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
223,393
Previous 140,494
59.01%
Holding current value
$4.31 Million
Previous $2.65 Million
64.08%
% of portfolio
1.22%
Previous 0.9%
Shares
7 transactions
Others Institutions Holding PFFD
# of Institutions
319Shares Held
70.6MCall Options Held
20.4KPut Options Held
0-
Orgel Wealth Management, LLC7.03MShares$136 Million3.29% of portfolio
-
Bank Of America Corp Charlotte, NC5.67MShares$109 Million0.01% of portfolio
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Morgan Stanley New York, NY4.47MShares$86.4 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC4.17MShares$80.5 Million0.03% of portfolio
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Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.48MShares$67.3 Million5.86% of portfolio