Number of Shares
670,186.00
Current Holdings Value*
$13.62 Mil
% of Portfolio
2.66%
Total Estimate Gain
$-852,544.28
% of Total Estimate Gain
-6.04%

RAINEY & RANDALL WEALTH ADVISORS INC.'s AAM Low Duration Preferred and Income Securities ETF Holding Summary

As of 2025-03-31, RAINEY & RANDALL WEALTH ADVISORS INC. held 670,186.00 shares of AAM Low Duration Preferred and Income Securities ETF(PFLD), totaling $13.62 Mil. This investment constitutes 2.66% of their stock portfolio, and RAINEY & RANDALL WEALTH ADVISORS INC. now holds 2.65% of the outstanding AAM Low Duration Preferred and Income Securities ETF(PFLD) stock.

The initial trade took place in 2022Q4. And since then RAINEY & RANDALL WEALTH ADVISORS INC. has made 9 purchases of PFLD, at an average price of $20.83, for a total of 677,339.00 shares. In addition, there have been 2 sales at an average price of $21.23 for 7,153.00 shares. Based on historical transaction data and PFLD's current price of $19.55, RAINEY & RANDALL WEALTH ADVISORS INC.'s estimated gain on his PFLD holdings is $-852,544.28, reflecting a -6.04% gain to date.

RAINEY & RANDALL WEALTH ADVISORS INC. PFLD ($19.55) Holding Chart

RAINEY & RANDALL WEALTH ADVISORS INC. PFLD ($19.55) 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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