Appleton Partners Inc Global X Fds U S Pfd ETF (De) Transaction History
Appleton Partners Inc
- $1.52 Billion
- Q4 2025
A detailed history of Appleton Partners Inc transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Appleton Partners Inc holds 55,536 shares of PFFD stock, worth $1.05 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
55,536
Previous 85,176
34.8%
Holding current value
$1.05 Million
Previous $1.66 Million
36.56%
% of portfolio
0.07%
Previous 0.11%
Shares
15 transactions
Others Institutions Holding PFFD
# of Institutions
316Shares Held
73.3MCall Options Held
11.7KPut Options Held
0-
Orgel Wealth Management, LLC7.37MShares$140 Million3.29% of portfolio
-
Bank Of America Corp Charlotte, NC5.71MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.46MShares$84.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$79.2 Million0.03% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.48MShares$66 Million5.86% of portfolio