Number of Shares
37,259.00
Current Holdings Value*
$624,460.00
% of Portfolio
0.46%
Total Estimate Gain
$-271,509.75
% of Total Estimate Gain
-7.89%

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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