Insight Wealth Strategies, LLC PFF Holdings History
Insight Wealth Strategies, LLC's iShares U.S. Preferred Stock Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 884,451.00 shares of iShares U.S. Preferred Stock(PFF), totaling $27.13 Mil. This investment constitutes 3.43% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.2% of the outstanding iShares U.S. Preferred Stock(PFF) stock.
The initial trade took place in 2018Q4. And since then Insight Wealth Strategies, LLC has made 17 purchases of PFF, at an average price of $34.61, for a total of 1.39 Mil shares. In addition, there have been 8 sales at an average price of $34.37 for 508,401.00 shares. Based on historical transaction data and PFF's current price of $31.09, Insight Wealth Strategies, LLC's estimated gain on his PFF holdings is $-3.24 Mil, reflecting a -6.72% gain to date.
Insight Wealth Strategies, LLC PFF ($31.09) Holding Chart
Insight Wealth Strategies, LLC PFF ($31.09) 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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