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ícone de PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Morgan Stanley
1
Morgan Stanley
New York
US$ 1,8 mi +US$ 230 mil +16.405 +14%
Federation des caisses Desjardins du Quebec
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$ 1,72 mi +US$ 501 mil +35.749 +39%
Wolverine Asset Management
3
Wolverine Asset Management
Illinois
US$ 847 mil +US$ 873 mil +62.361 Nova
Invesco
4
Invesco
Georgia
US$ 835 mil -US$ 47,6 mil -3.400 -5%
UBS Group
5
UBS Group
Switzerland
US$ 808 mil -US$ 89,8 mil -6.413 -10%
LPL Financial
6
LPL Financial
California
US$ 548 mil -US$ 27,1 mil -1.938 -5%
Bank of America
7
Bank of America
North Carolina
US$ 411 mil -US$ 127 mil -9.048 -23%
D.A. Davidson & Co
8
D.A. Davidson & Co
Montana
US$ 353 mil – – –
Curi RMB Capital
9
Curi RMB Capital
Illinois
US$ 276 mil +US$ 86 mil +6.141 +43%
Ladenburg Thalmann Financial Services
10
Ladenburg Thalmann Financial Services
Florida
US$ 261 mil +US$ 33,9 mil +2.421 +14%
Covington Capital Management
11
Covington Capital Management
California
US$ 251 mil -US$ 140 mil -10.000 -35%
Creative Planning
12
Creative Planning
Kansas
US$ 200 mil +US$ 4,2 mil +300 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
US$ 173 mil +US$ 178 mil +12.734 Nova
Wells Fargo
14
Wells Fargo
California
US$ 168 mil +US$ 13,4 mil +957 +8%
HighTower Advisors
15
HighTower Advisors
Illinois
US$ 168 mil +US$ 174 mil +12.459 Nova
Robinson Capital Management
16
Robinson Capital Management
Michigan
US$ 95 mil +US$ 98 mil +7.000 Nova
Certified Advisory Corp
17
Certified Advisory Corp
Florida
US$ 72 mil +US$ 1,27 mil +91 +2%
Ruggie Capital Group
18
Ruggie Capital Group
Florida
US$ 68 mil – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
US$ 45 mil -US$ 4,76 mil -340 -9%
Litman Gregory Wealth Management
20
Litman Gregory Wealth Management
California
US$ 45 mil +US$ 46,2 mil +3.300 Nova
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$ 39 mil +US$ 126 +9 +0,3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
US$ 32 mil – – –
Citigroup
23
Citigroup
New York
US$ 27 mil – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
US$ 24 mil – – –
Geneos Wealth Management
25
Geneos Wealth Management
Colorado
US$ 16 mil +US$ 7,42 mil +530 +80%
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