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

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 31,576 shares of PFFD stock, worth $597,733. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,576

Previous 25,469 23.98%

Holding current value

$597,733

Previous $479,000 27.97%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$18.82 - $19.8 $114,933 - $120,918	6,107 Added 23.98%	31,576 $613,000
Q2 2025 Jul 15, 2025	SELL	$18.11 - $18.97 $3,078 - $3,224	-170 Reduced 0.66%	25,469 $479,000
Q1 2025 Apr 23, 2025	SELL	$19.04 - $20.15 $57 - $60	-3 Reduced 0.01%	25,639 $488,000
Q4 2024 Jan 22, 2025	SELL	$19.47 - $20.95 $20,871 - $22,458	-1,072 Reduced 4.01%	25,642 $500,000
Q3 2024 Oct 16, 2024	SELL	$19.48 - $20.97 $15,213 - $16,377	-781 Reduced 2.84%	26,714 $555,000

Q2 2024 Aug 02, 2024	BUY	$19.15 - $20.2 $49,847 - $52,580	2,603 Added 10.46%	27,495 $541,000
Q1 2024 Apr 29, 2024	BUY	$19.39 - $20.35 $177,030 - $185,795	9,130 Added 57.92%	24,892 $501,000
Q4 2023 Jan 29, 2024	BUY	$17.49 - $19.71 $275,677 - $310,669	15,762 New	15,762 $305,000

Others Institutions Holding PFFD

# of Institutions

317

Shares Held

72.9M

Call Options Held

11.7K

Put Options Held

View Full List

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Account

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