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SPDR Wells Fargo Prfd Stk ETF shares owned by Long Run Wealth Advisors

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

Historical chart of Long Run Wealth Advisors 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 Long Run Wealth Advisors 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 Long Run Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 131k 33.52
2023-09-30 $4.3M 134k 32.46
2023-06-30 $4.5M 134k 33.47
2023-03-31 $6.0M 176k 33.96
2022-12-31 $5.4M 165k 32.82
2022-09-30 $5.8M 168k 34.86
2022-06-30 $6.0M 168k 35.85
2022-03-31 $5.9M 151k 38.93
2021-12-31 $6.0M 141k 42.92

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Eafe Value Etf (EFV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Communication (XLC)
First Tr Exchange-traded First Tr Enh New (FTSM)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Apple (AAPL)

View all positions for Long Run Wealth Advisors

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