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

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 2,233,236 shares of PFFD stock, worth $43.8 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

2,233,236

Previous 2,037,722 9.59%

Holding current value

$43.8 Million

Previous $40.1 Million 15.72%

% of portfolio

1.2%

Previous 1.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$19.48 - $20.97 $3.81 Million - $4.1 Million	195,514 Added 9.59%	2,233,236 $46.4 Million
Q2 2024 Jul 22, 2024	BUY	$19.15 - $20.2 $3.51 Million - $3.7 Million	183,307 Added 9.88%	2,037,722 $40.1 Million
Q1 2024 Apr 15, 2024	BUY	$19.39 - $20.35 $1.87 Million - $1.96 Million	96,209 Added 5.47%	1,854,415 $37.4 Million
Q4 2023 Jan 11, 2024	SELL	$17.49 - $19.71 $51 Million - $57.4 Million	-2,913,812 Reduced 62.37%	1,758,206 $34.1 Million
Q3 2023 Oct 26, 2023	BUY	$18.73 - $19.58 $616,984 - $644,984	32,941 Added 0.71%	4,672,018 $87.9 Million
Q2 2023 Jul 10, 2023	BUY	$18.48 - $20.1 $3.3 Million - $3.59 Million	178,770 Added 4.01%	4,639,077 $90 Million
Q1 2023 Apr 06, 2023	SELL	$18.95 - $21.88 $43.6 Million - $50.3 Million	-2,300,090 Reduced 34.02%	4,460,307 $88.6 Million
Q4 2022 Jan 17, 2023	BUY	$19.02 - $20.86 $14.5 Million - $15.9 Million	761,812 Added 12.7%	6,760,397 $0
Q3 2022 Oct 25, 2022	BUY	$20.35 - $22.89 $122 Million - $137 Million	5,998,585 New	5,998,585 $123 Million

Others Institutions Holding PFFD

# of Institutions

289

Shares Held

62.1M

Call Options Held

2.1K

Put Options Held

1.8K

View Full List

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

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