GYL Financial Synergies’s Global X US Preferred ETF PFFD Stock Holding History

GYL Financial Synergies’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
2024 Q3	$6.09M	Buy	293,155 +6,261	+2%	+$126K	0.46%	54
2024 Q2	$5.65M	Buy	286,894 +114,434	+66%	+$2.25M	0.44%	60
2024 Q1	$3.48M	Buy	172,460 +1,360	+0.8%	+$27.1K	0.27%	87
2023 Q4	$3.32M	Buy	171,100 +28,090	+20%	+$523K	0.27%	87
2023 Q3	$2.69M	Sell	143,010 -3,430	-2%	-$65.6K	0.26%	92
2023 Q2	$2.84M	Buy	+146,440	New	+$2.84M	0.26%	90

Other funds holding PFFD

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return