Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / RATE PREFERRED
-
Total 13F shares
-
357,294
-
Share change
-
+171,464
-
Total reported value
-
$10,047,000
-
Price per share
-
$28.11
-
Number of holders
-
14
-
Value change
-
+$4,815,136
-
Number of buys
-
12
-
Number of sells
-
4
Institutional Holders of GLOBAL X FDS - RATE PREFERRED (PFFV) as of Q3 2021
As of 30 Sep 2021,
GLOBAL X FDS - RATE PREFERRED (PFFV) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
357,294 shares.
The largest 10 holders included
Change Path, LLC, TRUIST FINANCIAL CORP, BEACON FINANCIAL GROUP, GSB Wealth Management, LLC, CIBC Private Wealth Group, LLC, SeaBridge Investment Advisors LLC, Texas Yale Capital Corp., Firestone Capital Management, ADVISOR GROUP HOLDINGS, INC., and JANE STREET GROUP, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.