Stone Summit Wealth LLC PFF Holdings History
Stone Summit Wealth LLC's iShares U.S. Preferred Stock Holding Summary
As of 2025-06-30, Stone Summit Wealth LLC held 32,985.00 shares of iShares U.S. Preferred Stock(PFF), totaling $1.01 Mil. This investment constitutes 0.31% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.01% of the outstanding iShares U.S. Preferred Stock(PFF) stock.
The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 7 purchases of PFF, at an average price of $33.32, for a total of 73,049.00 shares. In addition, there have been 8 sales at an average price of $31.11 for 40,064.00 shares. Based on historical transaction data and PFF's current price of $31.17, Stone Summit Wealth LLC's estimated gain on his PFF holdings is $-159,637.02, reflecting a -6.56% gain to date.
Stone Summit Wealth LLC PFF ($31.17) Holding Chart
Stone Summit Wealth 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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