Falcon Wealth Planning Ishares Trust Ishares Pfd And Transaction History
Falcon Wealth Planning
- $631 Million
- Q1 2024
A detailed history of Falcon Wealth Planning transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Falcon Wealth Planning holds 459,917 shares of PFF stock, worth $14.5 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
459,917
Previous 371,964
23.65%
Holding current value
$14.5 Million
Previous $11.6 Million
27.77%
% of portfolio
2.35%
Previous 2.03%
Shares
14 transactions
Others Institutions Holding PFF
# of Institutions
1,103Shares Held
198MCall Options Held
454KPut Options Held
746K-
Bank Of America Corp Charlotte, NC22.5MShares$709 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.8MShares$434 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA7.79MShares$246 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC6.7MShares$211 Million0.12% of portfolio
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Ubs Group Ag6.33MShares$200 Million0.05% of portfolio