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icono de PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
USD 3.86 M -USD 15 k -1,292 -0.4%
Wells Fargo
2
Wells Fargo
California
USD 1.66 M +USD 373 k +32,153 +29%
Morgan Stanley
3
Morgan Stanley
New York
USD 1.32 M +USD 221 k +19,050 +20%
LPL Financial
4
LPL Financial
California
USD 807 k +USD 93.6 k +8,067 +13%
Sit Investment Associates
5
Sit Investment Associates
Minnesota
USD 782 k -USD 1.53 M -131,467 -66%
Covington Capital Management
6
Covington Capital Management
California
USD 718 k +USD 1.16 k +100 +0.2%
CHA
7
Cedar Hill Associates
Illinois
USD 639 k -USD 36 k -3,100 -5%
Guggenheim Capital
8
Guggenheim Capital
Illinois
USD 325 k -USD 55.2 k -4,754 -15%
UBS
9
UBS
Switzerland
USD 294 k +USD 64.4 k +5,547 +28%
ICAS
10
Investors Capital Advisory Services
Massachusetts
USD 270 k +USD 13.7 k +1,181 +5%
VFS
11
VSR Financial Services
Kansas
USD 236 k -USD 15.6 k -1,343 -6%
Bank of America
12
Bank of America
North Carolina
USD 197 k +USD 121 k +10,450 +159%
D.A. Davidson & Co
13
D.A. Davidson & Co
Montana
USD 166 k – – –
SII Investments
14
SII Investments
Wisconsin
USD 141 k -USD 41.8 k -3,600 -23%
Citigroup
15
Citigroup
New York
USD 120 k +USD 1.2 k +103 +1%
WA
16
WFG Advisors
Texas
USD 91 k – – –
MAS
17
Madden Advisory Services
Florida
USD 70 k +USD 70.4 k +6,071 Nuevas
Lenox Wealth Management
18
Lenox Wealth Management
Ohio
USD 38 k – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 34 k – – –
Synovus Financial
20
Synovus Financial
Georgia
USD 24 k – – –
American International Group
21
American International Group
New York
USD 23.8 k – – –
Creative Planning
22
Creative Planning
Kansas
USD 23 k -USD 12.8 k -1,100 -36%
Elite Wealth Management
23
Elite Wealth Management
Washington
USD 23 k – – –
Ladenburg Thalmann Financial Services
24
Ladenburg Thalmann Financial Services
Florida
USD 23 k +USD 23.2 k +2,000 Nuevas
First City Capital Management
25
First City Capital Management
Georgia
USD 7.46 k +USD 7.46 k +643 Nuevas
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