Wambolt & Associates, LLC Global X Variable Rate Preferr Transaction History

Wambolt & Associates, LLC

$366 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 05, 2023	BUY	$21.79 - $24.67 $351,734 - $398,223	16,142 New	16,142 $369,000

Others Institutions Holding PFFV

# of Institutions

63

Shares Held

3.47M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.37M
Shares

$32.9 Million
0.0% of portfolio
Bedel Financial Consulting, Inc.

231K
Shares

$5.56 Million
0.78% of portfolio
Leslie Global Wealth, LLC Itasca, IL

202K
Shares

$4.85 Million
2.36% of portfolio
Creative Planning Overland Park, KS

172K
Shares

$4.13 Million
0.0% of portfolio
Investment Partners Asset Management, Inc. Metuchen, NJ

152K
Shares

$3.66 Million
3.0% of portfolio

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

More about PFFV

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