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PFO
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
PFO
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $50K | +$24.5K | +2,000 | +97% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $43K | -$588 | -48 | -1% |
|
|
PWM
28
Perigon Wealth Management
San Francisco,
California
| $40K | +$40.3K | +3,290 | New |
|
|
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $31.7K | – | – | – |
|
|
RFWA
30
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $30.9K | +$30.9K | +2,520 | New |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $20K | – | – | – |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | – | – | – |
|
|
SI
33
SII Investments
Appleton,
Wisconsin
| – | -$135K | -10,750 | Closed |
|
|
RPG
34
Risk Paradigm Group
Austin,
Texas
| – | -$31.6K | -2,520 | Closed |
|
35
Creative Planning
Overland Park,
Kansas
| – | -$26K | -2,066 | Closed |
|