Joseph P. Lucia & Associates, LLC Global X Variable Rate Preferr Transaction History
Joseph P. Lucia & Associates, LLC
- $192 Million
- Q4 2024
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 12,277 shares of PFFV stock, worth $294,525. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,277
Previous 12,113
1.35%
Holding current value
$294,525
Previous $291,000
0.69%
% of portfolio
0.15%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.8 Million0.0% of portfolio
-
Bedel Financial Consulting, Inc.231KShares$5.55 Million0.78% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL202KShares$4.85 Million2.36% of portfolio
-
Creative Planning Overland Park, KS172KShares$4.12 Million0.0% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ152KShares$3.65 Million3.0% of portfolio