Number of Shares
15,056.00
Current Holdings Value*
$291,640.00
% of Portfolio
4.18%
Total Estimate Gain
$-1.18 Mil
% of Total Estimate Gain
-18.29%

Foresight Wealth Management, LLC's Global X U.S. Preferred ETF Holding Summary

As of 2022-12-31, Foresight Wealth Management, LLC held 15,056.00 shares of Global X U.S. Preferred ETF(PFFD), totaling $291,640.00. This investment constitutes 4.18% of their stock portfolio, and Foresight Wealth Management, LLC now holds 0.01% of the outstanding Global X U.S. Preferred ETF(PFFD) stock.

The initial trade took place in 2021Q3. And since then Foresight Wealth Management, LLC has made 1 purchases of PFFD, at an average price of $25.77, for a total of 251,405.00 shares. In addition, there have been 5 sales at an average price of $21.18 for 236,349.00 shares. Based on historical transaction data and PFFD's current price of $19.10, Foresight Wealth Management, LLC's estimated gain on his PFFD holdings is $-1.18 Mil, reflecting a -18.29% gain to date.

Foresight Wealth Management, LLC PFFD ($19.10) Holding Chart

Foresight Wealth Management, LLC PFFD ($19.10) 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 %

Top Ranked Articles

  • 1