Strategic Wealth Partners, Ltd. Global X Variable Rate Preferr Transaction History

Strategic Wealth Partners, Ltd.

$892 Million
Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 26,840 shares of PFFV stock, worth $634,766. This represents 0.07% of its overall portfolio holdings.

Number of Shares

26,840

Previous 27,683 3.05%

Holding current value

$634,766

Previous $641,000 0.94%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	SELL	$23.11 - $23.94 $19,481 - $20,181	-843 Reduced 3.05%	26,840 $635,000
Q4 2023 May 20, 2024	SELL	$21.83 - $23.74 $73,916 - $80,383	-3,386 Reduced 10.9%	27,683 $641,000
Q3 2023 May 20, 2024	SELL	$22.13 - $23.12 $5,178 - $5,410	-234 Reduced 0.75%	31,069 $713,000
Q2 2023 May 20, 2024	SELL	$20.85 - $22.95 $86,485 - $95,196	-4,148 Reduced 11.7%	31,303 $698,000
Q1 2023 Apr 24, 2023	BUY	$21.79 - $24.67 $78,422 - $88,787	3,599 Added 11.3%	35,451 $810,000

Q4 2022 Apr 24, 2023	SELL	$22.29 - $23.71 $19,949 - $21,220	-895 Reduced 2.73%	31,852 $716,000
Q3 2022 Apr 24, 2023	BUY	$23.43 - $25.35 $105,880 - $114,556	4,519 Added 16.01%	32,747 $767,000
Q2 2022 Aug 22, 2022	BUY	$23.54 - $25.97 $664,487 - $733,081	28,228 New	28,228 $682,000

Others Institutions Holding PFFV

# of Institutions

Shares Held

3.05M

Call Options Held

Put Options Held

View Full List

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

More about PFFV

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Strategic Wealth Partners, Ltd. Global X Variable Rate Preferr Transaction History