Pur Efi Wealth, LLC Global X Variable Rate Preferr Call Options Transaction History

Pur Efi Wealth, LLC

$102 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PFFV

# of Institutions

66

Shares Held

3.56M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.37M
Shares

$33 Million
0.0% of portfolio
Bedel Financial Consulting, Inc.

231K
Shares

$5.58 Million
0.78% of portfolio
Leslie Global Wealth, LLC Itasca, IL

202K
Shares

$4.87 Million
2.36% of portfolio
Creative Planning Overland Park, KS

172K
Shares

$4.14 Million
0.0% of portfolio
Investment Partners Asset Management, Inc. Metuchen, NJ

159K
Shares

$3.83 Million
2.94% of portfolio

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

More about PFFV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.