Ever Source Wealth Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 216 shares of PFFD stock, worth $4,088. This represents 0.0% of its overall portfolio holdings.
Number of Shares
216
Previous 305
29.18%
Holding current value
$4,088
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding PFFD
# of Institutions
317Shares Held
72.9MCall Options Held
11.7KPut Options Held
0-
Orgel Wealth Management, LLC7.03MShares$133 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