Strategic Wealth Partners, Ltd. Global X Variable Rate Preferr Transaction History
Strategic Wealth Partners, Ltd.
- $947 Million
- Q3 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 21,623 shares of PFFV stock, worth $513,113. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,623
Previous 23,506
8.01%
Holding current value
$513,113
Previous $555,000
6.31%
% of portfolio
0.05%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.5 Million0.0% of portfolio
-
Bedel Financial Consulting, Inc.231KShares$5.49 Million0.78% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL202KShares$4.79 Million2.36% of portfolio
-
Creative Planning Overland Park, KS172KShares$4.08 Million0.0% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ152KShares$3.61 Million3.0% of portfolio