Pfg Advisors Global X Funds Global X Altern Transaction History

Pfg Advisors

$2.32 Billion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$11.23 - $12.09 $258 - $278	23 Added 0.2%	11,498 $138,000
Q2 2024 Aug 07, 2024	SELL	$11.03 - $11.53 $3,540 - $3,701	-321 Reduced 2.72%	11,475 $130,000
Q1 2024 May 06, 2024	SELL	$11.11 - $11.54 $211 - $219	-19 Reduced 0.16%	11,796 $136,000
Q4 2023 Jan 19, 2024	SELL	$10.31 - $11.55 $131,009 - $146,765	-12,707 Reduced 51.82%	11,815 $133,000
Q3 2023 Oct 13, 2023	BUY	$10.68 - $11.52 $7,614 - $8,213	713 Added 2.99%	24,522 $263,000

Q2 2023 Jul 20, 2023	BUY	$11.01 - $11.43 $11,406 - $11,841	1,036 Added 4.55%	23,809 $268,000
Q1 2023 Apr 20, 2023	BUY	$10.95 - $12.0 $44,008 - $48,228	4,019 Added 21.43%	22,773 $258,000
Q4 2022 Jan 27, 2023	BUY	$10.44 - $11.52 $72,923 - $80,467	6,985 Added 59.35%	18,754 $206,000
Q3 2022 Oct 13, 2022	BUY	$10.6 - $12.36 $124,751 - $145,464	11,769 New	11,769 $125,000

Others Institutions Holding ALTY

# of Institutions

25

Shares Held

1.27M

Call Options Held

0

Put Options Held

0

Andesa Financial Management Inc.

465K
Shares

$5.55 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

393K
Shares

$4.7 Million
0.0% of portfolio
Eudaimonia Partners, LLC Winchester, TN

71.4K
Shares

$853,146
0.2% of portfolio
Kingswood Wealth Advisors, LLC San Diego, CA

61.3K
Shares

$733,024
0.04% of portfolio
Eudaimonia Advisors LLC Winchester, TN

43.7K
Shares

$521,689
0.27% of portfolio

About GLOBAL X FUNDS GLOBAL X ALTERN

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