Gladstone Institutional Advisory »

Global X Fds us pfd etf shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds us pfd etf by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 99k 19.51
2024-09-30 $1.8M 89k 20.78
2024-06-30 $214k 11k 19.68

More positions owned by Gladstone Institutional Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Purecycle Technologies (PCT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Meta Platforms Cl A (META)

View all positions for Gladstone Institutional Advisory

Top funds holding Global X Fds us pfd etf

LPL Financial
Bank of America Corporation
Morgan Stanley
Global X Japan
Wells Fargo & Company
Hennion & Walsh Asset Management
Full Sail Capital
Lido Advisors
State of Wisconsin - Board of Commissioners of Public Lands
CWM
Envestnet Asset Management
Huntington Asset Advisors
Advisors Management Group
Creative Planning
Raymond James Financial

View all funds holding Global X Fds us pfd etf