True Wealth Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History
True Wealth Advisors, LLC
- $291 Million
- Q3 2025
A detailed history of True Wealth Advisors, LLC transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, True Wealth Advisors, LLC holds 33,153 shares of PFFD stock, worth $627,586. This represents 0.22% of its overall portfolio holdings.
Number of Shares
33,153
Previous 32,941
0.64%
Holding current value
$627,586
Previous $620,000
3.87%
% of portfolio
0.22%
Previous 0.22%
Shares
13 transactions
Others Institutions Holding PFFD
# of Institutions
317Shares Held
72.9MCall Options Held
11.7KPut Options Held
0-
Orgel Wealth Management, LLC7.03MShares$133 Million3.29% of portfolio
-
Bank Of America Corp Charlotte, NC5.71MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.46MShares$84.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$79.2 Million0.03% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.48MShares$66 Million5.86% of portfolio