Psi Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History

Psi Advisors, LLC

$381 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	SELL	$19.04 - $20.15 $22,981 - $24,321	-1,207 Reduced 96.48%	44 $0
Q4 2024 Jan 13, 2025	BUY	$19.47 - $20.95 $24,356 - $26,208	1,251 New	1,251 $24,000

Others Institutions Holding PFFD

# of Institutions

316

Shares Held

72.9M

Call Options Held

11.7K

Put Options Held

0

Orgel Wealth Management, LLC

7.37M
Shares

$140 Million
3.29% of portfolio
Bank Of America Corp Charlotte, NC

5.71M
Shares

$108 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.46M
Shares

$84.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

4.18M
Shares

$79.2 Million
0.03% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

3.48M
Shares

$66 Million
5.86% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

Ticker PFFD
Sector ETFs
Industry ETFs

More about PFFD

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