Napa Wealth Management Flaherty & Crumrine Preferred & Income Opportunity Fund Inc Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Flaherty & Crumrine Preferred & Income Opportunity Fund Inc stock. As of the latest transaction made, Napa Wealth Management holds 62,424 shares of PFO stock, worth $575,549. This represents 0.24% of its overall portfolio holdings.
Number of Shares
62,424
Previous 97,047
35.68%
Holding current value
$575,549
Previous $913 Million
38.41%
% of portfolio
0.24%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding PFO
# of Institutions
47Shares Held
2.98MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC589KShares$5.43 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN543KShares$5 Million0.11% of portfolio
-
Private Advisor Group, LLC193KShares$1.78 Million0.01% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL192KShares$1.77 Million0.1% of portfolio
-
Matisse Capital171KShares$1.57 Million0.8% of portfolio
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...