Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US PFD ETF
-
Total 13F shares
-
230,053
-
Share change
-
-53,079
-
Total reported value
-
$4,463,023
-
Price per share
-
$19.40
-
Number of holders
-
3
-
Value change
-
-$999,151
-
Number of sells
-
2
Institutional Holders of GLOBAL X FDS - US PFD ETF (PFFD) as of Q4 2023
As of 31 Dec 2023,
GLOBAL X FDS - US PFD ETF (PFFD) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
230,053 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, LPL Financial LLC, MORGAN STANLEY, Charles Schwab Investment Advisory, Inc., RATIONAL ADVISORS LLC, Global X Japan Co., Ltd., Orgel Wealth Management, LLC, CWM, LLC, and State of Wisconsin - Board of Commissioners of Public Lands.
This page lists
263
institutional shareholders reporting positions in this security
for the Q4 2023 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.