Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / RATE PREFERRED
-
Total 13F shares
-
2,934,527
-
Share change
-
-223,264
-
Total reported value
-
$69,480,957
-
Price per share
-
$23.68
-
Number of holders
-
59
-
Value change
-
-$5,198,780
-
Number of buys
-
28
-
Number of sells
-
32
Institutional Holders of GLOBAL X FDS - RATE PREFERRED (PFFV) as of Q1 2024
As of 31 Mar 2024,
GLOBAL X FDS - RATE PREFERRED (PFFV) was held by
59 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,934,527 shares.
The largest 10 holders included
MORGAN STANLEY, Janney Montgomery Scott LLC, Bedel Financial Consulting, Inc., ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, Investment Partners Asset Management, Inc., Creative Planning, Princeton Global Asset Management LLC, LPL Financial LLC, and Seed Wealth Management, Inc..
This page lists
59
institutional shareholders reporting positions in this security
for the Q1 2024 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.