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iShares S&P US Pref Stock Idx Fnd shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $561k 17k 33.23
2024-06-30 $560k 18k 31.55
2024-03-31 $575k 18k 32.23
2023-12-31 $452k 15k 31.19
2023-09-30 $458k 15k 30.15
2023-06-30 $470k 15k 30.93
2023-03-31 $578k 19k 31.22
2022-12-31 $431k 14k 30.53

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View all positions for Cyndeo Wealth Partners

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
BlackRock
Us Bancorp
Commonwealth Equity Services
Orgel Wealth Management
CliftonLarsonAllen Wealth Advisors
First Interstate Bank
Charles Schwab Investment Management

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