Wt Wealth Management Global X Fds U S Pfd ETF (De) Transaction History

Wt Wealth Management

$240 Million
Q4 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	BUY	$20.54 - $23.36 $179,766 - $204,446	8,752 Added 24.16%	44,976 $954,000
Q1 2022 May 06, 2022	SELL	$22.56 - $25.61 $262,237 - $297,690	-11,624 Reduced 24.29%	36,224 $851,000
Q4 2021 Jan 19, 2022	BUY	$25.24 - $26.03 $46,517 - $47,973	1,843 Added 4.01%	47,848 $1.24 Million
Q3 2021 Oct 15, 2021	SELL	$25.58 - $26.22 $82,623 - $84,690	-3,230 Reduced 6.56%	46,005 $1.19 Million
Q2 2021 Jul 19, 2021	BUY	$25.18 - $26.17 $246,638 - $256,335	9,795 Added 24.84%	49,235 $1.29 Million
Q1 2021 Apr 29, 2021	SELL	$24.82 - $25.74 $1.19 Million - $1.23 Million	-47,964 Reduced 54.88%	39,440 $1.01 Million
Q4 2020 Feb 01, 2021	SELL	$24.66 - $25.8 $39,456 - $41,280	-1,600 Reduced 1.8%	87,404 $2.26 Million
Q3 2020 Oct 30, 2020	BUY	$23.57 - $25.05 $2.1 Million - $2.23 Million	89,004 New	89,004 $2.2 Million

Others Institutions Holding PFFD

# of Institutions

275

Shares Held

59.2M

Call Options Held

20.5K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

6.19M
Shares

$129 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

5.21M
Shares

$109 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.8M
Shares

$100 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.55M
Shares

$53.2 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.43M
Shares

$50.7 Million
6.77% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
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