Global X Fds us pfd etf shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in Global X Fds us pfd etf
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Quarterly reported holdings in Global X Fds us pfd etf by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $280k | 14k | 19.40 |
| 2023-12-31 | $280k | 14k | 19.40 |
| 2023-09-30 | $315k | 17k | 18.81 |
| 2023-06-30 | $321k | 17k | 19.39 |
| 2023-03-31 | $325k | 16k | 19.86 |
| 2022-12-31 | $313k | 16k | 19.37 |
| 2022-09-30 | $328k | 16k | 20.50 |
| 2022-06-30 | $224k | 11k | 21.18 |
| 2022-03-31 | $246k | 11k | 23.48 |
| 2021-12-31 | $268k | 10k | 25.80 |
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