Sheets Smith Wealth Management Global X Fds U S Pfd ETF (De) Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$18.73 - $19.58 $28,413 - $29,702	1,517 New	1,517 $28,000
Q4 2022 Mar 08, 2023	SELL	$19.02 - $20.86 $62,157 - $68,170	-3,268 Reduced 5.14%	60,339 $1.17 Million
Q3 2022 Nov 01, 2022	BUY	$20.35 - $22.89 $24,827 - $27,925	1,220 Added 1.96%	63,607 $1.31 Million
Q2 2022 Jul 27, 2022	SELL	$20.54 - $23.36 $342,586 - $389,621	-16,679 Reduced 21.1%	62,387 $1.32 Million
Q1 2022 May 02, 2022	SELL	$22.56 - $25.61 $67,273 - $76,369	-2,982 Reduced 3.63%	79,066 $1.86 Million
Q4 2021 Jan 20, 2022	BUY	$25.24 - $26.03 $34,957 - $36,051	1,385 Added 1.72%	82,048 $2.11 Million
Q2 2021 Aug 03, 2021	BUY	$25.18 - $26.17 $6,622 - $6,882	263 Added 0.33%	80,663 $2.11 Million
Q1 2021 Apr 23, 2021	BUY	$24.82 - $25.74 $2 Million - $2.07 Million	80,400 New	80,400 $2.05 Million

Others Institutions Holding PFFD

# of Institutions

289

Shares Held

60.8M

Call Options Held

2.1K

Put Options Held

1.8K

Lpl Financial LLC Fort Mill, SC

7.14M
Shares

$143 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

5.37M
Shares

$107 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.62M
Shares

$92.2 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.71M
Shares

$54.1 Million
6.6% of portfolio
Wells Fargo & Company San Francisco, CA

2.46M
Shares

$49.1 Million
0.01% of portfolio

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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.