Global X Fds us pfd etf shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Global X Fds us pfd etf
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Quarterly reported holdings in Global X Fds us pfd etf by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $241k | 12k | 20.16 |
| 2024-06-30 | $236k | 12k | 19.68 |
| 2024-03-31 | $241k | 12k | 20.16 |
| 2023-12-31 | $257k | 13k | 19.40 |
| 2023-09-30 | $1.0M | 55k | 18.81 |
| 2023-06-30 | $1.1M | 57k | 19.39 |
| 2023-03-31 | $1.0M | 52k | 19.76 |
| 2022-12-31 | $1.0M | 52k | 19.37 |
| 2022-09-30 | $1.2M | 60k | 20.52 |
| 2022-06-30 | $1.2M | 55k | 21.21 |
| 2022-03-31 | $910k | 39k | 23.49 |
| 2021-12-31 | $923k | 36k | 25.76 |
| 2021-09-30 | $251k | 9.8k | 25.74 |
| 2021-06-30 | $255k | 9.8k | 26.15 |
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