Geneos Wealth Management Inc. Flaherty & Crumrine Preferred & Income Fund Inc Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Flaherty & Crumrine Preferred & Income Fund Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 360 shares of PFD stock, worth $4,028. This represents 0.0% of its overall portfolio holdings.
Number of Shares
360
Previous 360
-0.0%
Holding current value
$4,028
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding PFD
# of Institutions
49Shares Held
2.6MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC441KShares$4.94 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN317KShares$3.55 Million0.08% of portfolio
-
Morgan Stanley New York, NY252KShares$2.82 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL161KShares$1.8 Million0.0% of portfolio
-
Ubs Group Ag155KShares$1.74 Million0.0% of portfolio
About FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC
- Ticker PFD
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Flaherty & Crumrine Preferred Income 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 the stocks of companies operating in the financials sector. The fund primarily invests in preferred securities. It ...