Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / RATE PREFERRED
-
Total 13F shares
-
1,005,817
-
Share change
-
+511,492
-
Total reported value
-
$27,897,000
-
Price per share
-
$27.74
-
Number of holders
-
26
-
Value change
-
+$14,183,790
-
Number of buys
-
24
-
Number of sells
-
2
Institutional Holders of GLOBAL X FDS - RATE PREFERRED (PFFV) as of Q4 2021
As of 31 Dec 2021,
GLOBAL X FDS - RATE PREFERRED (PFFV) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,005,817 shares.
The largest 10 holders included
Paulson Wealth Management Inc., Elmwood Wealth Management, Inc., Princeton Global Asset Management LLC, TRUIST FINANCIAL CORP, Ironsides Asset Advisors, LLC, Byrne Asset Management LLC, Change Path, LLC, BEACON FINANCIAL GROUP, GSB Wealth Management, LLC, and CIBC Private Wealth Group, LLC.
This page lists
26
institutional shareholders reporting positions in this security
for the Q4 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.