Number of Shares
209,347.00
Current Holdings Value*
$6.43 Mil
% of Portfolio
3.37%
Total Estimate Gain
$-1.46 Mil
% of Total Estimate Gain
-16.00%

Moser Wealth Advisors, LLC's iShares U.S. Preferred Stock Holding Summary

As of 2025-03-31, Moser Wealth Advisors, LLC held 209,347.00 shares of iShares U.S. Preferred Stock(PFF), totaling $6.43 Mil. This investment constitutes 3.37% of their stock portfolio, and Moser Wealth Advisors, LLC now holds 0.05% of the outstanding iShares U.S. Preferred Stock(PFF) stock.

The initial trade took place in 2019Q4. And since then Moser Wealth Advisors, LLC has made 10 purchases of PFF, at an average price of $37.28, for a total of 245,570.00 shares. In addition, there have been 10 sales at an average price of $32.15 for 36,223.00 shares. Based on historical transaction data and PFF's current price of $31.17, Moser Wealth Advisors, LLC's estimated gain on his PFF holdings is $-1.46 Mil, reflecting a -16.00% gain to date.

Moser Wealth Advisors, LLC PFF ($31.17) Holding Chart

Moser Wealth Advisors, LLC PFF ($31.17) 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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