Orgel Wealth Management, LLC PFFD Holdings History
Orgel Wealth Management, LLC's Global X U.S. Preferred ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 6.96 Mil shares of Global X U.S. Preferred ETF(PFFD), totaling $131.12 Mil. This investment constitutes 3.16% of their stock portfolio, and Orgel Wealth Management, LLC now holds 5.77% of the outstanding Global X U.S. Preferred ETF(PFFD) stock.
The initial trade took place in 2022Q3. And since then Orgel Wealth Management, LLC has made 8 purchases of PFFD, at an average price of $19.90, for a total of 14.41 Mil shares. In addition, there have been 3 sales at an average price of $19.71 for 7.45 Mil shares. Based on historical transaction data and PFFD's current price of $19.10, Orgel Wealth Management, LLC's estimated gain on his PFFD holdings is $-7.05 Mil, reflecting a -2.46% gain to date.
Orgel Wealth Management, LLC PFFD ($19.10) Holding Chart
Orgel Wealth Management, LLC PFFD ($19.10) 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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