Number of Shares
64,418.00
Current Holdings Value*
$1.98 Mil
% of Portfolio
1.1%
Total Estimate Gain
$-811,408.55
% of Total Estimate Gain
-11.08%

Howard Wealth Management, LLC's iShares U.S. Preferred Stock Holding Summary

As of 2025-03-31, Howard Wealth Management, LLC held 64,418.00 shares of iShares U.S. Preferred Stock(PFF), totaling $1.98 Mil. This investment constitutes 1.1% of their stock portfolio, and Howard Wealth Management, LLC now holds 0.01% of the outstanding iShares U.S. Preferred Stock(PFF) stock.

The initial trade took place in 2019Q4. And since then Howard Wealth Management, LLC has made 7 purchases of PFF, at an average price of $36.15, for a total of 202,498.00 shares. In addition, there have been 14 sales at an average price of $32.72 for 138,080.00 shares. Based on historical transaction data and PFF's current price of $30.91, Howard Wealth Management, LLC's estimated gain on his PFF holdings is $-811,408.55, reflecting a -11.08% gain to date.

Howard Wealth Management, LLC PFF ($30.91) Holding Chart

Howard Wealth Management, LLC PFF ($30.91) 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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