ORBA Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $118k 14k 8.44
2023-12-31 $111k 14k 7.96

More positions owned by ORBA Wealth Advisors

First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for ORBA Wealth Advisors

Top funds holding Flaherty & Crumrine Pref. Incme Opp

Private Advisor
D.A. Davidson & Co.
Saba Capital Management
Deschutes Portfolio Strategy
Wolverine Asset Management
PFG Investments
Consolidated Portfolio Review Corp
Summit X
Cambridge Investment Research Advisors
CNH Partners
Rivernorth Capital Management
Advisor Group Holdings
Landscape Capital Management
Sowell Financial Services
Pnc Financial Services

View all funds holding Flaherty & Crumrine Pref. Incme Opp