Wealthspire Advisors, LLC Global X Variable Rate Preferr Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 51 shares of PFFV stock, worth $1,156. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,156

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$22.87 - $23.38 $1,166 - $1,192	51 New	51 $1,000

Others Institutions Holding PFFV

# of Institutions

Shares Held

7.22M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.89M
Shares

$42.9 Million
0.0% of portfolio
Envestnet Asset Management Inc

520K
Shares

$11.8 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

478K
Shares

$10.8 Million
0.01% of portfolio
Columbus Macro, LLC

440K
Shares

$9.96 Million
1.22% of portfolio
Janney Montgomery Scott LLC

328K
Shares

$7.44 Million
0.02% of portfolio

View Full List

About GLOBAL X VARIABLE RATE PREFERR

Ticker PFFV
Sector Technology

More about PFFV

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Wealthspire Advisors, LLC Global X Variable Rate Preferr Transaction History