Ratio Wealth Group PFFD Holdings History
Ratio Wealth Group's Global X U.S. Preferred ETF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 1.24 Mil shares of Global X U.S. Preferred ETF(PFFD), totaling $25.00 Mil. This investment constitutes 4.66% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding Global X U.S. Preferred ETF(PFFD) stock.
The initial trade took place in 2020Q4. And since then Ratio Wealth Group has made 8 purchases of PFFD, at an average price of $21.89, for a total of 1.71 Mil shares. In addition, there have been 4 sales at an average price of $20.89 for 465,355.00 shares. Based on historical transaction data and PFFD's current price of $19.00, Ratio Wealth Group's estimated gain on his PFFD holdings is $-4.05 Mil, reflecting a -10.85% gain to date.
Ratio Wealth Group PFFD ($19.00) Holding Chart
Ratio Wealth Group PFFD ($19.00) 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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