Bridgewealth Advisory Group, LLC Flaherty & Crumrine Preferred & Income Fund Inc Transaction History
Bridgewealth Advisory Group, LLC
- $431 Billion
- Q3 2025
A detailed history of Bridgewealth Advisory Group, LLC transactions in Flaherty & Crumrine Preferred & Income Fund Inc stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 27,733 shares of PFD stock, worth $326,694. This represents 0.08% of its overall portfolio holdings.
Number of Shares
27,733
Previous 27,733
-0.0%
Holding current value
$326,694
Previous $314 Million
6.28%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding PFD
# of Institutions
62Shares Held
4.26MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN1.08MShares$12.8 Million0.26% of portfolio
-
Cibc Private Wealth Group, LLC441KShares$5.2 Million0.01% of portfolio
-
Cibc Bancorp Usa Inc. Chicago, IL441KShares$5.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY255KShares$3.01 Million0.0% of portfolio
-
Mgo One Seven LLC Beachwood, OH168KShares$1.98 Million0.05% of portfolio
About FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC
- Ticker PFD
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Flaherty & Crumrine Preferred Income 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 the stocks of companies operating in the financials sector. The fund primarily invests in preferred securities. It ...