Kingsview Wealth Management, LLC Global X Fds U S Pfd ETF (De) Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$19.39 - $20.35 $19 - $20	1 Added 0.0%	20,004 $403,000
Q4 2023 Feb 08, 2024	SELL	$17.49 - $19.71 $56,702 - $63,899	-3,242 Reduced 13.95%	20,003 $388,000
Q3 2023 Nov 07, 2023	SELL	$18.73 - $19.58 $11,031 - $11,532	-589 Reduced 2.47%	23,245 $437,000
Q2 2023 Aug 10, 2023	SELL	$18.48 - $20.1 $14,654 - $15,939	-793 Reduced 3.22%	23,834 $462,000
Q1 2023 May 15, 2023	SELL	$18.95 - $21.88 $33,579 - $38,771	-1,772 Reduced 6.71%	24,627 $489,000
Q4 2022 Feb 13, 2023	SELL	$19.02 - $20.86 $470,383 - $515,888	-24,731 Reduced 48.37%	26,399 $511,000
Q3 2022 Nov 14, 2022	SELL	$20.35 - $22.89 $427,350 - $480,690	-21,000 Reduced 29.11%	51,130 $1.05 Million
Q2 2022 Aug 16, 2022	BUY	$20.54 - $23.36 $10,968 - $12,474	534 Added 0.75%	72,130 $1.53 Million
Q1 2022 Feb 08, 2024	BUY	$22.56 - $25.61 $982,645 - $1.12 Million	43,557 Added 217.75%	63,560 $1.49 Million
Q4 2021 Feb 17, 2022	BUY	$25.24 - $26.03 $17,011 - $17,544	674 Added 0.95%	71,596 $1.84 Million
Q3 2021 Dec 03, 2021	BUY	$25.58 - $26.22 $494,461 - $506,832	19,330 Added 37.47%	70,922 $1.83 Million
Q2 2021 Aug 17, 2021	BUY	$25.18 - $26.17 $517,474 - $537,819	20,551 Added 66.21%	51,592 $1.35 Million
Q1 2021 May 24, 2021	SELL	$24.82 - $25.74 $7,446 - $7,721	-300 Reduced 0.96%	31,041 $793,000
Q4 2020 Feb 16, 2021	BUY	$24.66 - $25.8 $119,601 - $125,130	4,850 Added 18.31%	31,341 $809,000
Q3 2020 Nov 19, 2020	BUY	$23.57 - $25.05 $191,954 - $204,007	8,144 Added 44.39%	26,491 $656,000
Q2 2020 Aug 14, 2020	BUY	$20.91 - $24.26 $138,026 - $160,140	6,601 Added 56.2%	18,347 $431,000
Q1 2020 May 11, 2020	BUY	$17.6 - $25.6 $206,729 - $300,697	11,746 New	11,746 $257,000

Others Institutions Holding PFFD

# of Institutions

291

Shares Held

59.8M

Call Options Held

2.1K

Put Options Held

1.8K

Lpl Financial LLC Fort Mill, SC

7.14M
Shares

$140 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

5.37M
Shares

$105 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.62M
Shares

$90.6 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.71M
Shares

$53.1 Million
6.6% of portfolio
Wells Fargo & Company San Francisco, CA

2.46M
Shares

$48.2 Million
0.01% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

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