Creative Planning Global X Variable Rate Preferr Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Creative Planning holds 171,806 shares of PFFV stock, worth $4.08 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
171,806
Previous 131,089
31.06%
Holding current value
$4.08 Million
Previous $3.1 Million
33.26%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.5 Million0.0% of portfolio
-
Bedel Financial Consulting, Inc.231KShares$5.5 Million0.78% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL202KShares$4.8 Million2.36% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ152KShares$3.62 Million3.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.102KShares$2.43 Million0.01% of portfolio