Warren Averett Asset Management, LLC Global X Fds U S Pfd ETF (De) Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 76,789 shares of PFFD stock, worth $1.45 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
76,789
Previous 68,159
12.66%
Holding current value
$1.45 Million
Previous $1.28 Million
16.29%
% of portfolio
0.02%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding PFFD
# of Institutions
316Shares Held
73.3MCall Options Held
11.7KPut Options Held
0-
Orgel Wealth Management, LLC7.37MShares$140 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