Cyndeo Wealth Partners’s Global X US Preferred ETF PFFD Stock Holding History

Cyndeo Wealth Partners’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.91M	Hold
2025 Q2	$1.85M	Hold
2025 Q1	$1.87M	Hold
2024 Q4	$1.92M	Hold
2024 Q3	$2.05M	Buy
2024 Q2	$1.74M	Hold
2024 Q1	$1.78M	Buy
2023 Q4	$204K	Buy