Rooted Wealth Advisors, Inc. Global X Fds U S Pfd ETF (De) Transaction History

Rooted Wealth Advisors, Inc.

  • $224 Million
  • Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 10,655 shares of PFFD stock, worth $216,296. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,655
Previous 13,500 21.07%
Holding current value
$216,296
Previous $269,000 18.59%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Nov 12, 2024
SELL
$19.48 - $20.97 $55,420 - $59,659
-2,845 Reduced 21.07%
10,655 $219,000
Q2 2024

Jul 25, 2024
BUY
$19.15 - $20.2 $44,198 - $46,621
2,308 Added 20.62%
13,500 $269,000
Q1 2024

Apr 17, 2024
BUY
$19.39 - $20.35 $19,564 - $20,533
1,009 Added 9.91%
11,192 $224,000
Q4 2023

Feb 07, 2024
BUY
$17.49 - $19.71 $178,100 - $200,706
10,183 New
10,183 $202,000

Others Institutions Holding PFFD

# of Institutions
289
Shares Held
62.1M
Call Options Held
2.1K
Put Options Held
1.8K
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
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. 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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email