Primoris Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 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 44,731 shares of PFF stock, worth $1.47 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
44,731
Previous 31,771
40.79%
Holding current value
$1.47 Million
Previous $1 Million
48.3%
% of portfolio
1.07%
Previous 0.8%
Shares
6 transactions
Others Institutions Holding PFF
# of Institutions
1,087Shares Held
185MCall Options Held
375KPut Options Held
1.29M-
Bank Of America Corp Charlotte, NC23.9MShares$784 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.8MShares$453 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.33MShares$273 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.52MShares$214 Million0.1% of portfolio
-
Ubs Group Ag6.35MShares$209 Million0.05% of portfolio