Collaborative Wealth Managment Inc. PFFD Holdings History
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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