Valeo Financial Advisors, LLC Preferred Bank Transaction History
Valeo Financial Advisors, LLC
- $3.34 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding PFBC
# of Institutions
204Shares Held
10.7MCall Options Held
1KPut Options Held
5.6K-
Black Rock Inc. New York, NY1.33MShares$97.8 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.07MShares$79.2 Million0.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA868KShares$64 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX676KShares$49.8 Million0.01% of portfolio
-
State Street Corp Boston, MA605KShares$44.6 Million0.0% of portfolio
About Preferred Bank
- Ticker PFBC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 14,356,700
- Market Cap $1.06B
- 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...