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Global X Fds us pfd etf shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Global X Fds us pfd etf

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds us pfd etf held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds us pfd etf by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 61k 20.15
2020-03-31 $996k 46k 21.89
2019-12-31 $1.1M 46k 25.04
2019-09-30 $1.0M 42k 25.09
2019-06-30 $973k 40k 24.52

More positions owned by Great Valley Advisor Group

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Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Quality Grow (QGRO)
Amazon (AMZN)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Acwi Etf (ACWI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Great Valley Advisor Group

Top funds holding Global X Fds us pfd etf

LPL Financial
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Orgel Wealth Management
Huntington Asset Advisors
CWM
State of Wisconsin - Board of Commissioners of Public Lands
Flaharty Asset Management
Ratio Wealth Group
Envestnet Asset Management
Lido Advisors
Full Sail Capital
Assetmark
Creative Planning

View all funds holding Global X Fds us pfd etf