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Global X Fds us pfd etf shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management 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 Cherry Tree Wealth Management 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 14k 20.16
2023-12-31 $277k 14k 19.40
2023-09-30 $648k 35k 18.81
2023-06-30 $696k 36k 19.39

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Global X Fds us pfd etf

Bank of America Corporation
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Orgel Wealth Management
Huntington Asset Advisors
CWM
State of Wisconsin - Board of Commissioners of Public Lands
Flaharty Asset Management
Lido Advisors
Fukoku Mutual Life Insurance
Assetmark
Creative Planning
Youngs Advisory
Kohmann Bosshard Financial Services
UBS Group

View all funds holding Global X Fds us pfd etf