Wealth Plan Investment Management, LLC Ishares Trust Ishares Pfd And Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 12,176 shares of PFF stock, worth $407,287. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,176
Previous 11,994
1.52%
Holding current value
$407,287
Previous $386,000
0.52%
% of portfolio
0.06%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding PFF
# of Institutions
1,092Shares Held
186MCall Options Held
375KPut Options Held
1.29M-
Bank Of America Corp Charlotte, NC23.9MShares$799 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.8MShares$462 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.33MShares$279 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.52MShares$218 Million0.1% of portfolio
-
Ubs Group Ag6.35MShares$213 Million0.05% of portfolio