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Flaherty & Crumrine Pref. Incme Opp shares owned by ORBA Wealth Advisors

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Incme Opp (PFO) shares owned by ORBA Wealth Advisors from 13F filings

Historical chart of ORBA Wealth Advisors investment in Flaherty & Crumrine Pref. Incme Opp

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All positions including Flaherty & Crumrine Pref. Incme Opp held by ORBA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Pref. Incme Opp by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $132k 14k 9.41
2024-06-30 $119k 14k 8.47
2024-03-31 $118k 14k 8.44
2023-12-31 $111k 14k 7.96

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Top funds holding Flaherty & Crumrine Pref. Incme Opp

Atlantic Trust
Sit Investment Associates
Private Advisor
Deschutes Portfolio Strategy
Napa Wealth Management
Summit X
Cambridge Investment Research Advisors
CNH Partners
Rivernorth Capital Management
D.A. Davidson & Co.
Consolidated Portfolio Review Corp
Brooklyn Capital Management
Sowell Financial Services
LPL Financial
Envestnet Asset Management

View all funds holding Flaherty & Crumrine Pref. Incme Opp