Sequoia Financial Advisors, LLC Preferred Bank Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Preferred Bank stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,932 shares of PFBC stock, worth $365,911. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,932
Previous 3,937
0.13%
Holding current value
$365,911
Previous $297,000
6.06%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding PFBC
# of Institutions
224Shares Held
11.2MCall Options Held
200Put Options Held
5K-
Black Rock Inc. New York, NY1.33MShares$123 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.12MShares$105 Million0.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA888KShares$82.7 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX674KShares$62.7 Million0.01% of portfolio
-
State Street Corp Boston, MA593KShares$55.1 Million0.0% of portfolio
About Preferred Bank
- Ticker PFBC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 14,356,700
- Market Cap $1.34B
- Description
- Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...