Number of Shares
154,918.00
Current Holdings Value*
$4.76 Mil
% of Portfolio
2.14%
Total Estimate Gain
$-1.35 Mil
% of Total Estimate Gain
-7.51%

Houlihan Financial Resource Group, Ltd.'s iShares U.S. Preferred Stock Holding Summary

As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 154,918.00 shares of iShares U.S. Preferred Stock(PFF), totaling $4.76 Mil. This investment constitutes 2.14% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0.03% of the outstanding iShares U.S. Preferred Stock(PFF) stock.

The initial trade took place in 2019Q4. And since then Houlihan Financial Resource Group, Ltd. has made 7 purchases of PFF, at an average price of $33.53, for a total of 536,599.00 shares. In addition, there have been 6 sales at an average price of $30.95 for 381,681.00 shares. Based on historical transaction data and PFF's current price of $31.15, Houlihan Financial Resource Group, Ltd.'s estimated gain on his PFF holdings is $-1.35 Mil, reflecting a -7.51% gain to date.

Houlihan Financial Resource Group, Ltd. PFF ($31.15) Holding Chart

Houlihan Financial Resource Group, Ltd. PFF ($31.15) 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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