Primoris Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History
Primoris Wealth Advisors, LLC
- $125 Million
- Q2 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 31,771 shares of PFF stock, worth $1.06 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
31,771
Previous 29,546
7.53%
Holding current value
$1.06 Million
Previous $952,000
5.25%
% of portfolio
0.8%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding PFF
# of Institutions
1,092Shares Held
186MCall Options Held
375KPut Options Held
1.29M-
Bank Of America Corp Charlotte, NC23.9MShares$799 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.8MShares$462 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.33MShares$279 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.52MShares$218 Million0.1% of portfolio
-
Ubs Group Ag6.35MShares$213 Million0.05% of portfolio