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Global X Fds us pfd etf shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens 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 Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds us pfd etf by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 208k 19.43
2025-06-30 $4.4M 233k 18.83
2025-03-31 $4.1M 217k 19.04
2024-12-31 $4.4M 225k 19.61
2024-09-30 $7.0M 339k 20.78