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iShares S&P US Pref Stock Idx Fnd shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group 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 Measured Wealth Private Client Group 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 Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 7.0k 32.23
2023-12-31 $292k 9.4k 31.19
2023-09-30 $263k 8.7k 30.15
2023-06-30 $269k 8.7k 30.93
2018-09-30 $50k 1.4k 37.04

More positions owned by Measured Wealth Private Client Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Indl (XLI)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Measured Wealth Private Client Group

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