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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
2024-03-31 $1.8M 88k 20.16
2023-12-31 $204k 11k 19.40

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Global X Fds us pfd etf

Bank of America Corporation
Wells Fargo & Company
Charles Schwab Investment Advisory
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