True Wealth Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History
True Wealth Advisors, LLC
- $307 Million
- Q4 2025
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 29,747 shares of PFFD stock, worth $563,110. This represents 0.18% of its overall portfolio holdings.
Number of Shares
29,747
Previous 33,153
10.27%
Holding current value
$563,110
Previous $644,000
12.58%
% of portfolio
0.18%
Previous 0.22%
Shares
14 transactions
Others Institutions Holding PFFD
# of Institutions
316Shares Held
72.9MCall Options Held
11.7KPut Options Held
0-
Orgel Wealth Management, LLC7.03MShares$133 Million3.29% of portfolio
-
Bank Of America Corp Charlotte, NC5.71MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.46MShares$84.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$79.2 Million0.03% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.48MShares$66 Million5.86% of portfolio