Walter & Keenan Wealth Management LLC Global X Variable Rate Preferr Call Options Transaction History

Walter & Keenan Wealth Management LLC

$330 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PFFV

# of Institutions

77

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.45M
Shares

$33.2 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

295K
Shares

$6.79 Million
0.02% of portfolio
Axs Investments LLC Port Chester, NY

273K
Shares

$6.29 Million
1.94% of portfolio
Janney Montgomery Scott LLC

273K
Shares

$6.27 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

240K
Shares

$5.53 Million
0.0% of portfolio

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

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