Allium Financial Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Allium Financial Advisors, LLC

$121 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$30.73 - $32.26 $213,296 - $223,916	6,941 New	6,941 $213 Million

Others Institutions Holding PFF

# of Institutions

1,133

Shares Held

196M

Call Options Held

176K

Put Options Held

274K

Bank Of America Corp Charlotte, NC

24.1M
Shares

$746 Million
0.05% of portfolio
Morgan Stanley New York, NY

15.4M
Shares

$475 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

9.3M
Shares

$287 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

8.11M
Shares

$250 Million
0.08% of portfolio
Bramshill Investments, LLC Naples, FL

6.24M
Shares

$193 Million
14.83% of portfolio

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