True Wealth Design, LLC Preferred Bank Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Preferred Bank stock. As of the latest transaction made, True Wealth Design, LLC holds 84 shares of PFBC stock, worth $7,336. This represents 0.0% of its overall portfolio holdings.
Number of Shares
84Holding current value
$7,336% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PFBC
# of Institutions
223Shares Held
11.1MCall Options Held
200Put Options Held
5K-
Black Rock Inc. New York, NY1.33MShares$116 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.12MShares$98.2 Million0.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA888KShares$77.6 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX674KShares$58.9 Million0.01% of portfolio
-
State Street Corp Boston, MA593KShares$51.8 Million0.0% of portfolio
About Preferred Bank
- Ticker PFBC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 14,356,700
- Market Cap $1.25B
- 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...