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SPDR Wells Fargo Prfd Stk ETF shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of SPDR Wells Fargo Prfd Stk ETF (PSK) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in SPDR Wells Fargo Prfd Stk ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Wells Fargo Prfd Stk ETF held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Wells Fargo Prfd Stk ETF by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $753k 22k 34.87
2023-12-31 $742k 22k 33.52
2023-09-30 $600k 19k 32.46
2023-06-30 $366k 11k 33.47
2023-03-31 $356k 11k 33.96
2022-12-31 $341k 10k 32.82
2022-09-30 $416k 12k 34.88
2022-06-30 $644k 18k 35.87

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Top funds holding SPDR Wells Fargo Prfd Stk ETF

State of Wisconsin - Board of Commissioners of Public Lands
Wells Fargo & Company
Financial Counselors
Royal Bank of Canada
Putnam Fl Investment Management
Mariner Wealth Advisors
Park Avenue Securities
Barry Investment Advisors
Bank of America Corporation
Lido Advisors
UBS Group
Atlas Private Wealth Advisors
Hanson McClain Advisors
Charles Schwab Investment Advisory
Branch Banking & Trust Company

View all funds holding SPDR Wells Fargo Prfd Stk ETF