True Wealth Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History

True Wealth Advisors, LLC

$240 Million
Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, True Wealth Advisors, LLC holds 49,416 shares of PFFD stock, worth $975,966. This represents 0.41% of its overall portfolio holdings.

Number of Shares

49,416

Previous 66,252 25.41%

Holding current value

$975,966

Previous $1.29 Million 22.49%

% of portfolio

0.41%

Previous 0.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$19.39 - $20.35 $326,450 - $342,612	-16,836 Reduced 25.41%	49,416 $996,000
Q4 2023 Feb 08, 2024	SELL	$17.49 - $19.71 $108,735 - $122,537	-6,217 Reduced 8.58%	66,252 $1.29 Million
Q3 2023 Nov 07, 2023	BUY	$18.73 - $19.58 $75,950 - $79,396	4,055 Added 5.93%	72,469 $1.36 Million
Q2 2023 Jul 31, 2023	BUY	$18.48 - $20.1 $46,052 - $50,089	2,492 Added 3.78%	68,414 $1.33 Million
Q1 2023 Apr 19, 2023	BUY	$18.95 - $21.88 $219,478 - $253,414	11,582 Added 21.31%	65,922 $1.31 Million

Q4 2022 Jan 23, 2023	BUY	$19.02 - $20.86 $245,985 - $269,782	12,933 Added 31.23%	54,340 $0
Q3 2022 Oct 21, 2022	BUY	$20.36 - $22.89 $843,046 - $947,806	41,407 New	41,407 $849,000

Others Institutions Holding PFFD

# of Institutions

265

Shares Held

58.8M

Call Options Held

24.4K

Put Options Held

1.9K

View Full List

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

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True Wealth Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History