Balanced Wealth Group LLC Ishares Trust Ishares Pfd And Transaction History
Balanced Wealth Group LLC
- $228 Billion
- Q3 2025
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 43,464 shares of PFF stock, worth $1.34 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
43,464
Previous 39,640
9.65%
Holding current value
$1.34 Million
Previous $1.24 Billion
7.61%
% of portfolio
0.59%
Previous 0.54%
Shares
8 transactions
Others Institutions Holding PFF
# of Institutions
1,132Shares Held
196MCall Options Held
176KPut Options Held
274K-
Bank Of America Corp Charlotte, NC24.1MShares$746 Million0.05% of portfolio
-
Morgan Stanley New York, NY15.4MShares$475 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA9.3MShares$287 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.11MShares$250 Million0.08% of portfolio
-
Bramshill Investments, LLC Naples, FL6.24MShares$193 Million14.83% of portfolio