Mount Yale Investment Advisors, LLC Preferred Bank Transaction History
Mount Yale Investment Advisors, LLC
- $1.25 Billion
- Q2 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Preferred Bank stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,376 shares of PFBC stock, worth $264,610. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,376
Previous 3,428
1.52%
Holding current value
$264,610
Previous $263,000
3.42%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding PFBC
# of Institutions
216Shares Held
11.1MCall Options Held
0Put Options Held
4.4K-
Black Rock Inc. New York, NY1.33MShares$104 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.08MShares$84.7 Million0.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA872KShares$68.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX680KShares$53.3 Million0.01% of portfolio
-
State Street Corp Boston, MA590KShares$46.3 Million0.0% of portfolio
About Preferred Bank
- Ticker PFBC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 14,356,700
- Market Cap $1.13B
- Description
- Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...