Orgel Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History
Orgel Wealth Management, LLC
- $3.58 Billion
- Q2 2024
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,766,779 shares of PFF stock, worth $57.3 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
1,766,779
Previous 1,821,736
3.02%
Holding current value
$57.3 Million
Previous $58.7 Million
5.06%
% of portfolio
1.56%
Previous 1.67%
Shares
3 transactions
Others Institutions Holding PFF
# of Institutions
1,090Shares Held
186MCall Options Held
375KPut Options Held
1.29M-
Bank Of America Corp Charlotte, NC23.9MShares$774 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.8MShares$447 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.33MShares$270 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.52MShares$212 Million0.1% of portfolio
-
Ubs Group Ag6.35MShares$206 Million0.05% of portfolio