Geneos Wealth Management Inc. Flaherty & Crumrine Preferred & Income Opportunity Fund Inc Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$9.12 - $11.55 $2,735 - $3,465	-300 Reduced 75.0%	100 $0
Q2 2021 Jul 08, 2021	SELL	$12.9 - $13.63 $6,450 - $6,815	-500 Reduced 55.56%	400 $5,000
Q1 2020 Sep 07, 2021	SELL	$6.71 - $13.2 $2,013 - $3,960	-300 Reduced 25.0%	900 $9,000
Q4 2017 Sep 07, 2021	SELL	$11.71 - $12.26 $5,855 - $6,130	-500 Reduced 29.41%	1,200 $14,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,700	1,700 $20,000

Others Institutions Holding PFO

# of Institutions

51

Shares Held

2.09M

Call Options Held

0

Put Options Held

0

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...

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