Balanced Wealth Group LLC Ishares Trust Ishares Pfd And Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 2024
A detailed history of Balanced Wealth Group LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Balanced Wealth Group LLC holds 215,219 shares of PFF stock, worth $6.76 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
215,219
Previous 204,722
5.13%
Holding current value
$6.76 Million
Previous $6.39 Billion
7.38%
% of portfolio
2.63%
Previous 3.32%
Shares
2 transactions
Others Institutions Holding PFF
# of Institutions
1,104Shares Held
198MCall Options Held
454KPut Options Held
746K-
Bank Of America Corp Charlotte, NC22.5MShares$706 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.8MShares$433 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.79MShares$245 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.7MShares$211 Million0.12% of portfolio
-
Ubs Group Ag6.33MShares$199 Million0.05% of portfolio