Napa Wealth Management Flaherty & Crumrine Preferred & Income Opportunity Fund Inc Transaction History
Napa Wealth Management
- $209 Billion
- Q2 2025
A detailed history of Napa Wealth Management transactions in Flaherty & Crumrine Preferred & Income Opportunity Fund Inc stock. As of the latest transaction made, Napa Wealth Management holds 55,056 shares of PFO stock, worth $513,121. This represents 0.24% of its overall portfolio holdings.
Number of Shares
55,056
Previous 55,586
0.95%
Holding current value
$513,121
Previous $513 Million
0.63%
% of portfolio
0.24%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding PFO
# of Institutions
51Shares Held
3.19MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN669KShares$6.24 Million0.13% of portfolio
-
Cibc Private Wealth Group, LLC589KShares$5.48 Million0.01% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL248KShares$2.31 Million0.18% of portfolio
-
Private Advisor Group, LLC189KShares$1.77 Million0.01% of portfolio
-
Matisse Capital171KShares$1.59 Million0.77% of portfolio
About Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
- Ticker PFO
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Flaherty & Crumrine Preferred Income Opportunity Fund Inc. is a closed ended equity mutual fund launched and managed by Flaherty & Crumrine Incorporated. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the financial services sector. The fund primarily invests in preferred...