Pur Efi Wealth, LLC Global X Variable Rate Preferr Transaction History

Pur Efi Wealth, LLC

$102 Billion
Q4 2024

A detailed history of Pur Efi Wealth, LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 10,570 shares of PFFV stock, worth $254,737. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,570

Holding current value

$254,737

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$23.57 - $24.48 $249,134 - $258,753	10,570 New	10,570 $249 Million

Others Institutions Holding PFFV

# of Institutions

Shares Held

3.56M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.37M
Shares

$33 Million
0.0% of portfolio
Bedel Financial Consulting, Inc.

231K
Shares

$5.58 Million
0.78% of portfolio
Leslie Global Wealth, LLC Itasca, IL

202K
Shares

$4.87 Million
2.36% of portfolio
Creative Planning Overland Park, KS

172K
Shares

$4.14 Million
0.0% of portfolio
Investment Partners Asset Management, Inc. Metuchen, NJ

159K
Shares

$3.83 Million
2.94% of portfolio

View Full List

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

More about PFFV

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