Number of Shares
414,831.00
Current Holdings Value*
$7.90 Mil
% of Portfolio
3.69%
Total Estimate Gain
$-857,414.22
% of Total Estimate Gain
-9.55%

Collaborative Wealth Managment Inc.'s Global X U.S. Preferred ETF Holding Summary

As of 2025-03-31, Collaborative Wealth Managment Inc. held 414,831.00 shares of Global X U.S. Preferred ETF(PFFD), totaling $7.90 Mil. This investment constitutes 3.69% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.34% of the outstanding Global X U.S. Preferred ETF(PFFD) stock.

The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 12 purchases of PFFD, at an average price of $21.35, for a total of 420,566.00 shares. Based on historical transaction data and PFFD's current price of $19.23, Collaborative Wealth Managment Inc.'s estimated gain on his PFFD holdings is $-857,414.22, reflecting a -9.55% gain to date.

Collaborative Wealth Managment Inc. PFFD ($19.23) Holding Chart

Collaborative Wealth Managment Inc. PFFD ($19.23) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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