Planning Solutions Group LLC current holdings: USA Preferred Shares
Planning Solutions Group LLC reported $0.00 billion in preferred shares (listed in the US), 3 positions, in its Form 13F for the quarter ended 2019-06-30; the largest are FPE, BANK AMER CORP, WELLS FARGO CO NEW.
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 166,995; Value $3,238,000.
- BANK AMER CORP: Country of operation United States; Class 7.25%CNV PFD L; Shares 219; Value $300,000.
- WELLS FARGO CO NEW: Country of operation United States; Class PERP PFD CNV A; Shares 182; Value $248,000.
Form 13F-HR as filed (SEC CIK 1766969): quarter ended 2019-06-30, filed 2019-08-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed |
|---|---|---|---|---|---|---|
| FPE FIRST TR EXCHANGE-TRADED FD | PFD SECS INC ETF | 166,995 | $3,238,000 | 2019-06-30 | 2019-08-15 | |
| BANK AMER CORP CUSIP 060505682 | United States | 7.25%CNV PFD L | 219 | $300,000 | 2019-06-30 | 2019-08-15 |
| WELLS FARGO CO NEW CUSIP 949746804 | United States | PERP PFD CNV A | 182 | $248,000 | 2019-06-30 | 2019-08-15 |
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