Palumbo Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History
Palumbo Wealth Management LLC
- $308 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding PFF
# of Institutions
1,111Shares Held
191MCall Options Held
248KPut Options Held
1.17M-
Bank Of America Corp Charlotte, NC21.5MShares$671 Million0.05% of portfolio
-
Morgan Stanley New York, NY15.3MShares$477 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA9.02MShares$281 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.06MShares$251 Million0.09% of portfolio
-
Ubs Group Ag5.6MShares$174 Million0.03% of portfolio