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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$23.2 - $24.27 $43,685 - $45,700
-1,883 Reduced 8.01%
21,623 $520,000
Q2 2024

Oct 08, 2024

SELL
$23.06 - $23.83 $76,882 - $79,449
-3,334 Reduced 12.42%
23,506 $555,000
Q1 2024

May 20, 2024

SELL
$23.11 - $23.94 $19,481 - $20,181
-843 Reduced 3.05%
26,840 $635,000
Q4 2023

May 20, 2024

SELL
$21.83 - $23.74 $73,916 - $80,383
-3,386 Reduced 10.9%
27,683 $641,000
Q3 2023

May 20, 2024

SELL
$22.13 - $23.12 $5,178 - $5,410
-234 Reduced 0.75%
31,069 $713,000
Q2 2023

May 20, 2024

SELL
$20.85 - $22.95 $86,485 - $95,196
-4,148 Reduced 11.7%
31,303 $698,000
Q1 2023

Apr 24, 2023

BUY
$21.79 - $24.67 $78,422 - $88,787
3,599 Added 11.3%
35,451 $810,000
Q4 2022

Apr 24, 2023

SELL
$22.23 - $23.71 $19,895 - $21,220
-895 Reduced 2.73%
31,852 $716,000
Q3 2022

Apr 24, 2023

BUY
$23.3 - $25.35 $105,292 - $114,556
4,519 Added 16.01%
32,747 $767,000
Q2 2022

Aug 22, 2022

BUY
$23.54 - $25.97 $664,487 - $733,081
28,228 New
28,228 $682,000

Others Institutions Holding PFFV

About GLOBAL X VARIABLE RATE PREFERR


  • Ticker PFFV
  • Sector Technology
More about PFFV
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.