Number of Shares
496,578.00
Current Holdings Value*
$12.78 Mil
% of Portfolio
0.89%
Total Estimate Gain
$138,992.18
% of Total Estimate Gain
1.09%

Berger Financial Group, Inc's Nuveen Preferred and Income ETF Holding Summary

As of 2025-03-31, Berger Financial Group, Inc held 496,578.00 shares of Nuveen Preferred and Income ETF(NPFI), totaling $12.78 Mil. This investment constitutes 0.89% of their stock portfolio, and Berger Financial Group, Inc now holds 21.31% of the outstanding Nuveen Preferred and Income ETF(NPFI) stock.

The initial trade took place in 2025Q1. And since then Berger Financial Group, Inc has made 1 purchases of NPFI, at an average price of $25.71, for a total of 496,578.00 shares. Based on historical transaction data and NPFI's current price of $25.99, Berger Financial Group, Inc's estimated gain on his NPFI holdings is $138,992.18, reflecting a 1.09% gain to date.

Berger Financial Group, Inc NPFI ($25.99) Holding Chart

Berger Financial Group, Inc NPFI ($25.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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