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iShares S&P US Pref Stock Idx Fnd shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors 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 Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $920k 29k 32.23
2023-12-31 $412k 13k 31.19
2023-09-30 $353k 12k 30.15

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View all positions for Crestwood Advisors

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Jpmorgan Chase & Co
Envestnet Asset Management
Royal Bank of Canada
Goldman Sachs Group
Mariner Wealth Advisors
BlackRock
Global Assets Advisory
Ameriprise Financial
Cohen & Steers Capital Management
Us Bancorp

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