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Flaherty & Crumrine Pref. Income shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Income (PFD) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Flaherty & Crumrine Pref. Income

Tip: Access up to 7 years of quarterly data

All positions including Flaherty & Crumrine Pref. Income held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Pref. Income by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $156k 13k 11.95

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
United Security Bancshares (UBFO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Ultra Short Govt (BILZ)

View all positions for Bridgewealth Advisory Group

Top funds holding Flaherty & Crumrine Pref. Income

Atlantic Trust
Morgan Stanley
Raymond James Financial Services Advisors
Deschutes Portfolio Strategy
CNH Partners
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Private Wealth Strategies
Robinson Capital Management
LPL Financial
Cary Street Partner Investment Advisory
LongView Wealth Management
Raymond James & Associates

View all funds holding Flaherty & Crumrine Pref. Income