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Global X Fds us pfd etf shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 98k 20.78
2024-06-30 $1.7M 88k 19.68
2024-03-31 $1.8M 88k 20.16
2023-12-31 $204k 11k 19.40

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View all positions for Cyndeo Wealth Partners

Top funds holding Global X Fds us pfd etf

LPL Financial
Bank of America Corporation
Morgan Stanley
Global X Japan
Wells Fargo & Company
Orgel Wealth Management
State of Wisconsin - Board of Commissioners of Public Lands
CWM
Huntington Asset Advisors
Envestnet Asset Management
Hennion & Walsh Asset Management
Full Sail Capital
Advisors Management Group
Lido Advisors
Wright Fund Managment

View all funds holding Global X Fds us pfd etf