¡Ya estamos en ! Descubre más
icono de PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 2.82 M +USD 438 k +34,692 +18%
Invesco
2
Invesco
Georgia
USD 1.16 M +USD 67.4 k +5,334 +6%
Centaurus Financial
3
Centaurus Financial
California
USD 1.1 M +USD 111 k +8,800 +11%
UBS Group
4
UBS Group
Switzerland
USD 1.1 M -USD 30.7 k -2,427 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
USD 776 k -USD 207 k -16,389 -21%
PWS
6
Private Wealth Strategies
Ohio
USD 760 k +USD 14.2 k +1,125 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 654 k -USD 13.2 k -1,047 -2%
SFI Advisors
8
SFI Advisors
New Jersey
USD 504 k +USD 78.8 k +6,238 +18%
LPL Financial
9
LPL Financial
California
USD 459 k -USD 167 k -13,200 -27%
D.A. Davidson & Co
10
D.A. Davidson & Co
Montana
USD 419 k +USD 93 k +7,357 +28%
Pinnacle Wealth Planning Services
11
Pinnacle Wealth Planning Services
Ohio
USD 351 k – – –
Bank of America
12
Bank of America
North Carolina
USD 327 k -USD 35.6 k -2,814 -10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 256 k -USD 10.5 k -828 -4%
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 250 k +USD 28.7 k +2,269 +13%
Wedbush Securities
15
Wedbush Securities
California
USD 242 k +USD 38 +3 +0%
Covington Capital Management
16
Covington Capital Management
California
USD 187 k – – –
Guggenheim Capital
17
Guggenheim Capital
Illinois
USD 182 k -USD 25.5 k -2,021 -12%
Signature Wealth Management Partners
18
Signature Wealth Management Partners
New Jersey
USD 180 k – – –
NewEdge Advisors
19
NewEdge Advisors
Louisiana
USD 179 k +USD 43 k +3,400 +31%
Cetera Advisor Networks
20
Cetera Advisor Networks
California
USD 173 k +USD 9.6 k +760 +6%
Western Wealth Management
21
Western Wealth Management
Colorado
USD 163 k -USD 16.7 k -1,320 -9%
Wells Fargo
22
Wells Fargo
California
USD 150 k -USD 235 k -18,616 -61%
Abacus Planning Group
23
Abacus Planning Group
South Carolina
USD 138 k – – –
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
USD 128 k -USD 10.5 k -830 -8%
Belpointe Asset Management
25
Belpointe Asset Management
Nevada
USD 102 k -USD 22.7 k -1,797 -14%
1
2