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ícone de PRFD

PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
WN
26
Williams & Novak
California
US$ 347 mil +US$ 346 mil +6.760 Nova
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
US$ 311 mil +US$ 89,7 mil +1.754 +41%
VIA
28
Vickerman Investment Advisors
Washington
US$ 232 mil +US$ 7,62 mil +149 +3%
Kelleher Financial Advisors
29
Kelleher Financial Advisors
New York
US$ 204 mil +US$ 2,45 mil +48 +1%
BFP
30
Birchwood Financial Partners
Minnesota
US$ 181 mil +US$ 51 +1 +0%
FFG
31
Forum Finance Group
US$ 176 mil -US$ 511 mil -10.000 -70%
Osaic Holdings
32
Osaic Holdings
Arizona
US$ 117 mil +US$ 4,09 mil +80 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
US$ 92 mil – – –
LAS
34
Lloyd Advisory Services
Georgia
US$ 84,2 mil +US$ 83,9 mil +1.640 Nova
Global Retirement Partners
35
Global Retirement Partners
California
US$ 34 mil +US$ 33,8 mil +662 Nova
Wells Fargo
36
Wells Fargo
California
US$ 33 mil – – –
Private Trust Company
37
Private Trust Company
Ohio
US$ 26,7 mil – – –
Harbour Investments
38
Harbour Investments
Wisconsin
US$ 13,4 mil – – –
WhitTier Trust Company
39
WhitTier Trust Company
Nevada
US$ 12,9 mil +US$ 7,06 mil +138 +120%
Steward Partners Investment Advisory
40
Steward Partners Investment Advisory
New York
US$ 11,9 mil +US$ 6,75 mil +132 +132%
Strategic Wealth Partners
41
Strategic Wealth Partners
Ohio
US$ 10,9 mil – – –
CIA
42
Cape Investment Advisory
Georgia
US$ 10,3 mil +US$ 10,2 mil +200 Nova
EWM
43
Evolution Wealth Management
Florida
US$ 10,2 mil -US$ 14,5 mil -283 -59%
Allworth Financial
44
Allworth Financial
California
US$ 10 mil – – –
JP Morgan Chase
45
JP Morgan Chase
New York
US$ 9,19 mil +US$ 6,49 mil +127 +244%
TAP
46
Tounjian Advisory Partners
Florida
US$ 7,52 mil +US$ 7,52 mil +147 Nova
NA
47
Networth Advisors
Pennsylvania
US$ 5,49 mil +US$ 869 +17 +19%
IFG Advisory
48
IFG Advisory
Georgia
US$ 3,8 mil +US$ 3,78 mil +74 Nova
ECA
49
Elevated Capital Advisors
Utah
US$ 2,42 mil -US$ 971 -19 -29%
TCM
50
Triumph Capital Management
Colorado
US$ 1,18 mil +US$ 971 +19 +475%
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