Walter & Keenan Wealth Management LLC Global X Variable Rate Preferr Transaction History
Walter & Keenan Wealth Management LLC
- $304 Million
- Q1 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 21,730 shares of PFFV stock, worth $513,262. This represents 0.17% of its overall portfolio holdings.
Number of Shares
21,730
Previous 23,707
8.34%
Holding current value
$513,262
Previous $549,000
6.38%
% of portfolio
0.17%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.05MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY817KShares$19.3 Million0.0% of portfolio
-
Janney Montgomery Scott LLC386KShares$9.11 Million0.03% of portfolio
-
Bedel Financial Consulting, Inc.246KShares$5.81 Million0.9% of portfolio
-
Envestnet Asset Management Inc181KShares$4.27 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL141KShares$3.32 Million0.01% of portfolio