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Flaherty & Crumrine Pref. Income shares owned by LongView Wealth Management

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Income (PFD) shares owned by LongView Wealth Management from 13F filings

Historical chart of LongView Wealth Management investment in Flaherty & Crumrine Pref. Income

Tip: Access up to 7 years of quarterly data

All positions including Flaherty & Crumrine Pref. Income held by LongView Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Pref. Income by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $256k 23k 11.24
2024-09-30 $272k 23k 11.95
2024-06-30 $266k 25k 10.44
2024-03-31 $294k 28k 10.61
2023-12-31 $297k 29k 10.11

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Top funds holding Flaherty & Crumrine Pref. Income

Atlantic Trust
Sit Investment Associates
Morgan Stanley
Raymond James Financial
Raymond James Financial Services Advisors
UBS Group
Deschutes Portfolio Strategy
Wells Fargo & Company
CNH Partners
Bank of America Corporation
Royal Bank of Canada
Umb Bank N A
Advisor Group Holdings
Lido Advisors
Robinson Capital Management

View all funds holding Flaherty & Crumrine Pref. Income