Napa Wealth Management Global X Variable Rate Preferr Transaction History

Napa Wealth Management

$213 Billion
Q3 2025

A detailed history of Napa Wealth Management transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Napa Wealth Management holds 28,423 shares of PFFV stock, worth $644,349. This represents 0.31% of its overall portfolio holdings.

Number of Shares

28,423

Previous 28,055 1.31%

Holding current value

$644,349

Previous $640 Million 2.73%

% of portfolio

0.31%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$22.87 - $23.38 $8,416 - $8,603	368 Added 1.31%	28,423 $657 Million
Q2 2025 Aug 14, 2025	SELL	$22.41 - $23.43 $13,132 - $13,729	-586 Reduced 2.05%	28,055 $640 Million
Q1 2025 May 14, 2025	SELL	$23.51 - $24.14 $89,620 - $92,021	-3,812 Reduced 11.75%	28,641 $678 Million
Q4 2024 Feb 14, 2025	SELL	$23.57 - $24.48 $148,608 - $154,346	-6,305 Reduced 16.27%	32,453 $765 Million
Q3 2024 Nov 07, 2024	BUY	$23.2 - $24.27 $234,737 - $245,563	10,118 Added 35.33%	38,758 $932 Million

Q2 2024 Aug 14, 2024	BUY	$23.06 - $23.83 $660,438 - $682,491	28,640 New	28,640 $677 Million

Others Institutions Holding PFFV

# of Institutions

Shares Held

7.22M

Call Options Held

Put Options Held

View Full List

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

More about PFFV

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Napa Wealth Management Global X Variable Rate Preferr Transaction History