Perigon Wealth Management »

Global X Fds us pfd etf shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management 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 Perigon Wealth Management 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $555k 27k 20.78
2024-06-30 $541k 28k 19.68
2024-03-31 $502k 25k 20.16
2023-12-31 $306k 16k 19.40

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

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