Number of Shares
967,685.00
Current Holdings Value*
$18.43 Mil
% of Portfolio
7.68%
Total Estimate Gain
$-4.27 Mil
% of Total Estimate Gain
-13.18%

Tiller Private Wealth, Inc.'s Global X U.S. Preferred ETF Holding Summary

As of 2025-03-31, Tiller Private Wealth, Inc. held 967,685.00 shares of Global X U.S. Preferred ETF(PFFD), totaling $18.43 Mil. This investment constitutes 7.68% of their stock portfolio, and Tiller Private Wealth, Inc. now holds 0.78% of the outstanding Global X U.S. Preferred ETF(PFFD) stock.

The initial trade took place in 2021Q3. And since then Tiller Private Wealth, Inc. has made 13 purchases of PFFD, at an average price of $22.73, for a total of 1.43 Mil shares. In addition, there have been 2 sales at an average price of $21.29 for 457,479.00 shares. Based on historical transaction data and PFFD's current price of $18.99, Tiller Private Wealth, Inc.'s estimated gain on his PFFD holdings is $-4.27 Mil, reflecting a -13.18% gain to date.

Tiller Private Wealth, Inc. PFFD ($18.99) Holding Chart

Tiller Private Wealth, Inc. PFFD ($18.99) 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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