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

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 225,400 shares of PFFD stock, worth $4.43 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
225,400
Previous 339,172 33.54%
Holding current value
$4.43 Million
Previous $7.05 Million 37.6%
% of portfolio
0.16%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$19.47 - $20.95 $2.22 Million - $2.38 Million
-113,772 Reduced 33.54%
225,400 $4.4 Million
Q3 2024

Nov 12, 2024
BUY
$19.48 - $20.97 $6.61 Million - $7.11 Million
339,172 New
339,172 $7.05 Million

Others Institutions Holding PFFD

# of Institutions
296
Shares Held
61.6M
Call Options Held
2.1K
Put Options Held
1.8K
View Full List

About GLOBAL X FDS U S PFD ETF (DE)

PFFD Quotes by TradingView
  • Ticker PFFD
  • Sector ETFs
  • Industry ETFs
More about PFFD
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