Number of Shares
81,278.00
Current Holdings Value*
$2.49 Mil
% of Portfolio
1.81%
Total Estimate Gain
$-155,741.33
% of Total Estimate Gain
-4.73%

Capstone Wealth Management Group LLC's iShares U.S. Preferred Stock Holding Summary

As of 2025-06-30, Capstone Wealth Management Group LLC held 81,278.00 shares of iShares U.S. Preferred Stock(PFF), totaling $2.49 Mil. This investment constitutes 1.81% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0.02% of the outstanding iShares U.S. Preferred Stock(PFF) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $30.79 for 19,591.00 shares. Based on historical transaction data and PFF's current price of $31.17, Capstone Wealth Management Group LLC's estimated gain on his PFF holdings is $-155,741.33, reflecting a -4.73% gain to date.

Capstone Wealth Management Group LLC PFF ($31.17) Holding Chart

Capstone Wealth Management Group LLC PFF ($31.17) 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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