Summit Financial Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
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 737,716 shares of PFF stock, worth $23.1 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
737,716
Previous 715,275
3.14%
Holding current value
$23.1 Million
Previous $21.9 Million
6.3%
% of portfolio
3.83%
Previous 4.06%
Shares
35 transactions
Others Institutions Holding PFF
# of Institutions
1,109Shares Held
190MCall Options Held
236KPut Options Held
1.08M-
Bank Of America Corp Charlotte, NC21.5MShares$675 Million0.05% of portfolio
-
Morgan Stanley New York, NY15.3MShares$479 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA9.02MShares$283 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.06MShares$252 Million0.09% of portfolio
-
Ubs Group Ag5.6MShares$175 Million0.03% of portfolio