Lewis Asset Management, LLC Global X Fds U S Pfd ETF (De) Transaction History
Lewis Asset Management, LLC
- $246 Billion
- Q4 2025
A detailed history of Lewis Asset Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Lewis Asset Management, LLC holds 14,087 shares of PFFD stock, worth $266,666. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,087
Previous 14,002
0.61%
Holding current value
$266,666
Previous $272 Million
2.09%
% of portfolio
0.11%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding PFFD
# of Institutions
314Shares Held
70MCall 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
-
Wells Fargo & Company San Francisco, CA2.69MShares$50.9 Million0.01% of portfolio