Robertson Stephens Wealth Management, LLC Global X Fds U S Pfd ETF (De) Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 232,944 shares of PFFD stock, worth $4.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
232,944
Previous 217,270 7.21%
Holding current value
$4.5 Million
Previous $4.14 Million 6.04%
% of portfolio
0.14%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$18.11 - $18.97 $283,856 - $297,335
15,674 Added 7.21%
232,944 $4.39 Million
Q1 2025

Apr 17, 2025
SELL
$19.04 - $20.15 $154,795 - $163,819
-8,130 Reduced 3.61%
217,270 $4.14 Million
Q4 2024

Jan 27, 2025
SELL
$19.47 - $20.95 $2.22 Million - $2.38 Million
-113,772 Reduced 33.54%
225,400 $4.4 Million
Q3 2024

Nov 12, 2024
BUY
$19.48 - $20.97 $6.61 Million - $7.11 Million
339,172 New
339,172 $7.05 Million

Others Institutions Holding PFFD

# of Institutions
319
Shares Held
70.5M
Call Options Held
20.4K
Put Options Held
0
View Full List

About GLOBAL X FDS U S PFD ETF (DE)

PFFD Quotes by TradingView
  • Ticker PFFD
  • Sector ETFs
  • Industry ETFs
More about PFFD
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