Rvw Wealth, LLC Global X Variable Rate Preferr Transaction History

Rvw Wealth, LLC

$1.02 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	BUY	$22.13 - $23.12 $83,673 - $87,416	3,781 New	3,781 $86,000
Q4 2022 Jan 12, 2023	SELL	$22.23 - $23.71 $1.51 Million - $1.61 Million	-68,031 Reduced 79.37%	17,682 $0
Q3 2022 Oct 13, 2022	SELL	$23.3 - $25.35 $195,347 - $212,534	-8,384 Reduced 8.91%	85,713 $2.01 Million
Q2 2022 Jul 13, 2022	BUY	$23.54 - $25.97 $667,359 - $736,249	28,350 Added 43.12%	94,097 $2.27 Million
Q1 2022 Apr 07, 2022	BUY	$25.19 - $27.7 $1.03 Million - $1.14 Million	41,000 Added 165.68%	65,747 $1.72 Million
Q4 2021 Jan 11, 2022	BUY	$27.27 - $28.22 $674,850 - $698,360	24,747 New	24,747 $1 Million

Others Institutions Holding PFFV

# of Institutions

65

Shares Held

3.48M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.37M
Shares

$32.6 Million
0.0% of portfolio
Bedel Financial Consulting, Inc.

231K
Shares

$5.52 Million
0.78% of portfolio
Leslie Global Wealth, LLC Itasca, IL

202K
Shares

$4.82 Million
2.36% of portfolio
Creative Planning Overland Park, KS

172K
Shares

$4.1 Million
0.0% of portfolio
Investment Partners Asset Management, Inc. Metuchen, NJ

152K
Shares

$3.63 Million
3.0% of portfolio

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

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