Trajan Wealth LLC Global X Variable Rate Preferr Transaction History
Trajan Wealth LLC
- $2.32 Trillion
- Q3 2025
A detailed history of Trajan Wealth LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Trajan Wealth LLC holds 89,236 shares of PFFV stock, worth $2.02 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
89,236
Previous 96,825
7.84%
Holding current value
$2.02 Million
Previous $2.21 Billion
6.54%
% of portfolio
0.09%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding PFFV
# of Institutions
73Shares Held
6.81MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.89MShares$42.9 Million0.0% of portfolio
-
Envestnet Asset Management Inc520KShares$11.8 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL478KShares$10.8 Million0.01% of portfolio
-
Janney Montgomery Scott LLC328KShares$7.44 Million0.02% of portfolio
-
Ironsides Asset Advisors, LLC Rocky Mount, NC287KShares$6.52 Million1.73% of portfolio