Wcg Wealth Advisors LLC Global X Fds U S Pfd ETF (De) Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 21,841 shares of PFFD stock, worth $427,428. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,841

Previous 21,494 1.61%

Holding current value

$427,428

Previous $447,000 4.7%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$19.47 - $20.95 $6,756 - $7,269	347 Added 1.61%	21,841 $426,000
Q3 2024 Nov 13, 2024	BUY	$19.48 - $20.97 $26,317 - $28,330	1,351 Added 6.71%	21,494 $447,000
Q2 2024 Aug 12, 2024	SELL	$19.15 - $20.2 $236,100 - $249,045	-12,329 Reduced 37.97%	20,143 $396,000
Q1 2024 May 13, 2024	BUY	$19.39 - $20.35 $70,579 - $74,074	3,640 Added 12.62%	32,472 $654,000
Q4 2023 Feb 08, 2024	SELL	$17.49 - $19.71 $115,206 - $129,829	-6,587 Reduced 18.6%	28,832 $559,000
Q3 2023 Nov 09, 2023	SELL	$18.73 - $19.58 $115,526 - $120,769	-6,168 Reduced 14.83%	35,419 $715,000
Q2 2023 Aug 14, 2023	BUY	$18.48 - $20.1 $42,818 - $46,571	2,317 Added 5.9%	41,587 $811,000
Q1 2023 May 15, 2023	SELL	$18.95 - $21.88 $130,660 - $150,862	-6,895 Reduced 14.94%	39,270 $780,000
Q4 2022 Feb 14, 2023	BUY	$19.02 - $20.86 $1,578 - $1,731	83 Added 0.18%	46,165 $894,000
Q3 2022 Nov 14, 2022	BUY	$20.35 - $22.89 $31,481 - $35,410	1,547 Added 3.47%	46,082 $945,000
Q2 2022 Aug 23, 2022	BUY	$20.54 - $23.36 $546,322 - $621,329	26,598 Added 148.29%	44,535 $945,000
Q2 2022 Aug 15, 2022	BUY	$20.54 - $23.36 $368,425 - $419,008	17,937 New	17,937 $474,000

Others Institutions Holding PFFD

# of Institutions

319

Shares Held

65.9M

Call Options Held

17.4K

Put Options Held

2.7K

View Full List

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

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Wcg Wealth Advisors LLC Global X Fds U S Pfd ETF (De) Transaction History