Valeo Financial Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 17,322 shares of PFFD stock, worth $342,109. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,322

Previous 29,204 40.69%

Holding current value

$342,109

Previous $606,000 44.39%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$19.47 - $20.95 $231,342 - $248,927	-11,882 Reduced 40.69%	17,322 $337,000
Q3 2024 Oct 10, 2024	BUY	$19.48 - $20.97 $105,971 - $114,076	5,440 Added 22.89%	29,204 $606,000
Q2 2024 Jul 10, 2024	BUY	$19.15 - $20.2 $455,080 - $480,032	23,764 New	23,764 $467,000
Q2 2021 Jul 22, 2021	SELL	$25.18 - $26.17 $97,295 - $101,120	-3,864 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$24.82 - $25.74 $1,216 - $1,261	49 Added 1.28%	3,864 $99,000
Q4 2020 Feb 11, 2021	BUY	$24.66 - $25.8 $1,208 - $1,264	49 Added 1.3%	3,815 $98,000
Q3 2020 Oct 28, 2020	BUY	$23.57 - $25.05 $1,202 - $1,277	51 Added 1.37%	3,766 $93,000
Q2 2020 Jul 20, 2020	BUY	$20.91 - $24.26 $77,680 - $90,125	3,715 New	3,715 $87,000

Others Institutions Holding PFFD

# of Institutions

314

Shares Held

65.9M

Call Options Held

17.4K

Put Options Held

2.7K

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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Valeo Financial Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History