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 $1.46 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
44,731
Previous 31,771
40.79%
Holding current value
$1.46 Million
Previous $1 Million
48.3%
% of portfolio
1.07%
Previous 0.8%
Shares
6 transactions
Others Institutions Holding PFF
# of Institutions
1,101Shares Held
188MCall Options Held
167KPut Options Held
797K-
Bank Of America Corp Charlotte, NC24.4MShares$797 Million0.07% of portfolio
-
Morgan Stanley New York, NY15.4MShares$503 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA9.04MShares$295 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.17MShares$234 Million0.11% of portfolio
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Ubs Group Ag5.88MShares$192 Million0.04% of portfolio