Future Financial Wealth Managment LLC PFXF Holdings History
Future Financial Wealth Managment LLC's VanEck Preferred Securities ex Financials ETF Holding Summary
As of 2025-03-31, Future Financial Wealth Managment LLC held 37,259.00 shares of VanEck Preferred Securities ex Financials ETF(PFXF), totaling $624,460.00. This investment constitutes 0.46% of their stock portfolio, and Future Financial Wealth Managment LLC now holds 0.03% of the outstanding VanEck Preferred Securities ex Financials ETF(PFXF) stock.
The initial trade took place in 2022Q1. And since then Future Financial Wealth Managment LLC has made 7 purchases of PFXF, at an average price of $18.85, for a total of 182,583.00 shares. In addition, there have been 5 sales at an average price of $17.42 for 145,324.00 shares. Based on historical transaction data and PFXF's current price of $17.13, Future Financial Wealth Managment LLC's estimated gain on his PFXF holdings is $-271,509.75, reflecting a -7.89% gain to date.
Future Financial Wealth Managment LLC PFXF ($17.13) Holding Chart
Future Financial Wealth Managment LLC PFXF ($17.13) 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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