Number of Shares
298,995.00
Current Holdings Value*
$9.17 Mil
% of Portfolio
2.36%
Total Estimate Gain
$-742,336.79
% of Total Estimate Gain
-5.67%

COLLECTIVE FAMILY OFFICE LLC's iShares U.S. Preferred Stock Holding Summary

As of 2025-06-30, COLLECTIVE FAMILY OFFICE LLC held 298,995.00 shares of iShares U.S. Preferred Stock(PFF), totaling $9.17 Mil. This investment constitutes 2.36% of their stock portfolio, and COLLECTIVE FAMILY OFFICE LLC now holds 0.07% of the outstanding iShares U.S. Preferred Stock(PFF) stock.

The initial trade took place in 2021Q1. And since then COLLECTIVE FAMILY OFFICE LLC has made 11 purchases of PFF, at an average price of $33.11, for a total of 395,040.00 shares. In addition, there have been 7 sales at an average price of $32.15 for 96,045.00 shares. Based on historical transaction data and PFF's current price of $30.94, COLLECTIVE FAMILY OFFICE LLC's estimated gain on his PFF holdings is $-742,336.79, reflecting a -5.67% gain to date.

COLLECTIVE FAMILY OFFICE LLC PFF ($30.94) Holding Chart

COLLECTIVE FAMILY OFFICE LLC PFF ($30.94) 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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