ForthRight Wealth Management, LLC PFF Holdings History
ForthRight Wealth Management, LLC's iShares U.S. Preferred Stock Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 88,754.00 shares of iShares U.S. Preferred Stock(PFF), totaling $2.73 Mil. This investment constitutes 0.91% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 0.02% of the outstanding iShares U.S. Preferred Stock(PFF) stock.
The initial trade took place in 2023Q2. And since then ForthRight Wealth Management, LLC has made 1 purchases of PFF, at an average price of $30.28, for a total of 301,648.00 shares. In addition, there have been 7 sales at an average price of $31.17 for 212,894.00 shares. Based on historical transaction data and PFF's current price of $31.00, ForthRight Wealth Management, LLC's estimated gain on his PFF holdings is $254,088.79, reflecting a 2.78% gain to date.
ForthRight Wealth Management, LLC PFF ($31.00) Holding Chart
ForthRight Wealth Management, LLC PFF ($31.00) 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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