Blue Bell Private Wealth Management, LLC Flaherty & Crumrine Preferred & Income Opportunity Fund Inc Transaction History
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Flaherty & Crumrine Preferred & Income Opportunity Fund Inc stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,000 shares of PFO stock, worth $9,600. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$9,600
Previous $9,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PFO
# of Institutions
51Shares Held
4.63MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN1.25MShares$12 Million0.25% of portfolio
-
Cibc Bancorp Usa Inc. Chicago, IL589KShares$5.65 Million0.01% of portfolio
-
Cibc Private Wealth Group, LLC589KShares$5.65 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ315KShares$3.03 Million0.01% of portfolio
-
1607 Capital Partners, LLC Richmond, VA199KShares$1.91 Million0.15% 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...