Primoris Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History
Primoris Wealth Advisors, LLC
- $135 Million
- Q2 2025
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 37,821 shares of PFF stock, worth $1.18 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
37,821
Previous 39,746
4.84%
Holding current value
$1.18 Million
Previous $1.22 Million
5.0%
% of portfolio
0.86%
Previous 1.03%
Shares
9 transactions
Others Institutions Holding PFF
# of Institutions
1,114Shares Held
197MCall Options Held
278KPut Options Held
1.48M-
Bank Of America Corp Charlotte, NC24.7MShares$771 Million0.06% of portfolio
-
Morgan Stanley New York, NY16.4MShares$512 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$331 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.14MShares$254 Million0.1% of portfolio
-
Ubs Group Ag5.89MShares$184 Million0.03% of portfolio