Capital Directions Investment Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	$36.91 - $37.71 $8,304 - $8,484	-225 Closed	0 $0
Q2 2017 Aug 15, 2017	BUY	N/A	225	225 $9,000

Others Institutions Holding PFF

# of Institutions

1,142

Shares Held

201M

Call Options Held

278K

Put Options Held

1.48M

Bank Of America Corp Charlotte, NC

24.7M
Shares

$751 Million
0.06% of portfolio
Morgan Stanley New York, NY

16.4M
Shares

$499 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

10.6M
Shares

$322 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

8.14M
Shares

$247 Million
0.1% of portfolio
Gamma Investing LLC Foster City, CA

5.9M
Shares

$179 Million
1.02% of portfolio

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