Summit Financial Wealth Advisors, LLC PFF Holdings History
Summit Financial Wealth Advisors, LLC's iShares U.S. Preferred Stock Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 707,180.00 shares of iShares U.S. Preferred Stock(PFF), totaling $21.73 Mil. This investment constitutes 4.31% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.16% of the outstanding iShares U.S. Preferred Stock(PFF) stock.
The initial trade took place in 2018Q2. And since then Summit Financial Wealth Advisors, LLC has made 21 purchases of PFF, at an average price of $35.92, for a total of 1.07 Mil shares. In addition, there have been 7 sales at an average price of $33.81 for 366,479.00 shares. Based on historical transaction data and PFF's current price of $31.15, Summit Financial Wealth Advisors, LLC's estimated gain on his PFF holdings is $-4.15 Mil, reflecting a -10.76% gain to date.
Summit Financial Wealth Advisors, LLC PFF ($31.15) Holding Chart
Summit Financial Wealth Advisors, LLC PFF ($31.15) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
