Sterling Investment Advisors, Ltd. Global X Variable Rate Preferr Transaction History
Sterling Investment Advisors, Ltd.
- $370 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.8 Million0.0% of portfolio
-
Bedel Financial Consulting, Inc.231KShares$5.54 Million0.78% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL202KShares$4.84 Million2.36% of portfolio
-
Creative Planning Overland Park, KS172KShares$4.11 Million0.0% of portfolio
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Investment Partners Asset Management, Inc. Metuchen, NJ159KShares$3.81 Million2.94% of portfolio