Perissos Private Wealth Management »

Global X Fds us pfd etf shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private 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 Perissos Private 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.8M 94k 19.68

More positions owned by Perissos Private Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackstone Secd Lending Common Stock (BXSL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)

View all positions for Perissos Private 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
Huntington Asset Advisors
State of Wisconsin - Board of Commissioners of Public Lands
CWM
Hennion & Walsh Asset Management
Envestnet Asset Management
Full Sail Capital
Advisors Management Group
Lido Advisors
Creative Planning

View all funds holding Global X Fds us pfd etf