Surevest, LLC current holdings: USA Preferred Shares
Surevest, LLC reported $0.00 billion in preferred shares (listed in the US), 3 positions, in its Form 13F for the quarter ended 2022-09-30; the largest are WELLS FARGO CO NEW, PFF, PGF.
- WELLS FARGO CO NEW: Country of operation United States; Class PERP PFD CNV A; Shares 1,716; Value $2,066,000.
- PFF: Country of operation —; Class PFD AND INCM SEC; Shares 815; Value $26,000.
- PGF: Country of operation —; Class FINL PFD ETF; Shares 250; Value $4,000.
Form 13F-HR as filed (SEC CIK 1593842): quarter ended 2022-09-30, filed 2022-11-14. 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 |
|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW CUSIP 949746804 | United States | PERP PFD CNV A | 1,716 | $2,066,000 | 2022-09-30 | 2022-11-14 |
| PFF ISHARES TR | PFD AND INCM SEC | 815 | $26,000 | 2022-09-30 | 2022-11-14 | |
| PGF INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 250 | $4,000 | 2022-09-30 | 2022-11-14 |
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