RSWM
PFFD icon

Robertson Stephens Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Robertson Stephens Wealth Management’s Portfolio PFFD Stock Details PFFD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.39M Buy
232,944
+15,674
+7% +$295K 0.14% 112
2025
Q1 		$4.14M Sell
217,270
-8,130
-4% -$155K 0.14% 119
2024
Q4 		$4.42M Sell
225,400
-113,772
-34% -$2.23M 0.16% 121
2024
Q3 		$7.05M Buy
+339,172
New +$7.05M 0.26% 85