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iShares S&P US Pref Stock Idx Fnd shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $59M 1.8M 32.23
2023-12-31 $57M 1.8M 31.19

More positions owned by Orgel Wealth Management

Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Orgel Wealth Management

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Mariner Wealth Advisors
Global Assets Advisory
Us Bancorp
Rockefeller Capital Management
Commonwealth Equity Services
Wright Fund Managment
Orgel Wealth Management
Branch Banking & Trust Company
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft
Janney Montgomery Scott

View all funds holding iShares S&P US Pref Stock Idx Fnd