Dynamic Wealth Strategies, LLC Ishares Trust Ishares Pfd And Transaction History

Dynamic Wealth Strategies, LLC

$119 Million
Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 58,818 shares of PFF stock, worth $1.78 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

58,818

Previous 57,771 1.81%

Holding current value

$1.78 Million

Previous $1.82 Million 0.5%

% of portfolio

1.51%

Previous 1.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$30.73 - $32.26 $32,174 - $33,776	1,047 Added 1.81%	58,818 $1.81 Million
Q4 2024 Feb 13, 2025	BUY	$31.23 - $33.51 $92,315 - $99,055	2,956 Added 5.39%	57,771 $1.82 Million
Q3 2024 Nov 13, 2024	BUY	$31.18 - $33.5 $71,183 - $76,480	2,283 Added 4.35%	54,815 $1.82 Million
Q2 2024 Aug 15, 2024	BUY	$30.65 - $32.13 $735 - $771	24 Added 0.05%	52,532 $1.66 Million
Q1 2024 May 15, 2024	BUY	$31.12 - $32.54 $301,117 - $314,857	9,676 Added 22.59%	52,508 $1.69 Million
Q4 2023 Feb 13, 2024	BUY	$28.34 - $31.4 $1.21 Million - $1.34 Million	42,832 New	42,832 $1.34 Billion

Others Institutions Holding PFF

# of Institutions

1,140

Shares Held

201M

Call Options Held

278K

Put Options Held

1.48M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Account

Dynamic Wealth Strategies, LLC Ishares Trust Ishares Pfd And Transaction History