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

1,101

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

Bank Of America Corp Charlotte, NC

24.4M
Shares

$804 Million
0.07% of portfolio
Morgan Stanley New York, NY

15.4M
Shares

$507 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

9.04M
Shares

$298 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

7.17M
Shares

$236 Million
0.11% of portfolio
Ubs Group Ag

5.88M
Shares

$194 Million
0.04% of portfolio

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