Wbh Advisory Inc Global X Fds U S Pfd ETF (De) Transaction History
Wbh Advisory Inc
- $1.16 Billion
- Q2 2025
A detailed history of Wbh Advisory Inc transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Wbh Advisory Inc holds 25,361 shares of PFFD stock, worth $494,793. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,361
Previous 14,451
75.5%
Holding current value
$494,793
Previous $275,000
73.45%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding PFFD
# of Institutions
319Shares Held
70MCall Options Held
20.4KPut Options Held
0-
Orgel Wealth Management, LLC6.96MShares$136 Million3.34% of portfolio
-
Bank Of America Corp Charlotte, NC5.67MShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.47MShares$87.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$81.4 Million0.03% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.54MShares$69.1 Million6.76% of portfolio