Summit Financial Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History
Summit Financial Wealth Advisors, LLC
- $505 Million
- Q3 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 688,097 shares of PFF stock, worth $22.5 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
688,097
Previous 669,855
2.72%
Holding current value
$22.5 Million
Previous $21.1 Million
8.2%
% of portfolio
4.52%
Previous 4.8%
Shares
31 transactions
Others Institutions Holding PFF
# of Institutions
1,100Shares 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
-
Lpl Financial LLC Fort Mill, SC7.17MShares$234 Million0.11% of portfolio
-
Ubs Group Ag5.88MShares$192 Million0.04% of portfolio