Napa Wealth Management Flaherty & Crumrine Preferred & Income Opportunity Fund Inc Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Flaherty & Crumrine Preferred & Income Opportunity Fund Inc stock. As of the latest transaction made, Napa Wealth Management holds 97,047 shares of PFO stock, worth $874,393. This represents 0.43% of its overall portfolio holdings.
Number of Shares
97,047
Previous 79,792
21.62%
Holding current value
$874,393
Previous $676 Million
35.12%
% of portfolio
0.43%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding PFO
# of Institutions
51Shares Held
2.54MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC589KShares$5.3 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN293KShares$2.64 Million0.06% of portfolio
-
Private Advisor Group, LLC202KShares$1.82 Million0.01% of portfolio
-
Matisse Capital171KShares$1.54 Million0.79% of portfolio
-
Morgan Stanley New York, NY112KShares$1.01 Million0.0% of portfolio
About Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
- Ticker PFO
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Flaherty & Crumrine Preferred Income Opportunity Fund Inc. is a closed ended equity mutual fund launched and managed by Flaherty & Crumrine Incorporated. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the financial services sector. The fund primarily invests in preferred...