Archetype Wealth Partners Ishares Trust Ishares Pfd And Transaction History

Archetype Wealth Partners

$686 Million
Q4 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Archetype Wealth Partners holds 65,616 shares of PFF stock, worth $2.04 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

65,616

Previous 45,663 43.7%

Holding current value

$2.04 Million

Previous $1.52 Million 35.99%

% of portfolio

0.3%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$31.23 - $33.51 $623,132 - $668,625	19,953 Added 43.7%	65,616 $2.06 Million
Q3 2024 Nov 14, 2024	BUY	$31.18 - $33.5 $405,121 - $435,265	12,993 Added 39.77%	45,663 $1.52 Million
Q2 2024 Aug 15, 2024	BUY	$30.65 - $32.13 $588,112 - $616,510	19,188 Added 142.32%	32,670 $1.03 Million
Q1 2024 May 14, 2024	BUY	$31.12 - $32.54 $179,904 - $188,113	5,781 Added 75.07%	13,482 $435,000
Q4 2023 Feb 14, 2024	BUY	$28.34 - $31.4 $218,246 - $241,811	7,701 New	7,701 $240,000

Others Institutions Holding PFF

# of Institutions

1,166

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

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 Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Account

Archetype Wealth Partners Ishares Trust Ishares Pfd And Transaction History