Orgel Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,787,482 shares of PFF stock, worth $56.2 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
1,787,482
Previous 1,766,779
1.17%
Holding current value
$56.2 Million
Previous $55.7 Million
6.56%
% of portfolio
1.54%
Previous 1.56%
Shares
4 transactions
Others Institutions Holding PFF
# of Institutions
1,102Shares Held
188MCall Options Held
167KPut Options Held
797K-
Bank Of America Corp Charlotte, NC24.4MShares$768 Million0.07% of portfolio
-
Morgan Stanley New York, NY15.4MShares$484 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA9.04MShares$284 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.17MShares$226 Million0.11% of portfolio
-
Ubs Group Ag5.88MShares$185 Million0.04% of portfolio