Summit Financial Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History
Summit Financial Wealth Advisors, LLC
- $440 Million
- Q2 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 669,855 shares of PFF stock, worth $22 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
669,855
Previous 648,743
3.25%
Holding current value
$22 Million
Previous $20.9 Million
1.08%
% of portfolio
4.8%
Previous 4.74%
Shares
30 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