IAA
PFO

Independent Advisor Alliance’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Independent Advisor Alliance’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-45,150
Closed -$407K – 1201
2024
Q4 		$407K Buy
+45,150
New +$407K 0.01% 1020