Avidian Wealth Solutions, LLC Ishares Trust Ishares Pfd And Transaction History

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 18,598 shares of PFF stock, worth $584,349. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,598
Previous 15,697 18.48%
Holding current value
$584,349
Previous $489,000 22.49%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$31.12 - $32.54 $90,279 - $94,398
2,901 Added 18.48%
18,598 $599,000
Q4 2023

Feb 06, 2024
BUY
$28.34 - $31.4 $67,590 - $74,889
2,385 Added 17.92%
15,697 $489,000
Q3 2023

Oct 13, 2023
BUY
$29.99 - $31.22 $1,769 - $1,841
59 Added 0.45%
13,312 $401,000
Q2 2023

Aug 03, 2023
BUY
$29.33 - $31.46 $36,105 - $38,727
1,231 Added 10.24%
13,253 $409,000
Q1 2023

May 08, 2023
BUY
$29.86 - $33.81 $3,105 - $3,516
104 Added 0.87%
12,022 $375,000
Q4 2022

Feb 06, 2023
SELL
$29.96 - $32.28 $80,352 - $86,574
-2,682 Reduced 18.37%
11,918 $363,000
Q3 2022

Nov 03, 2022
SELL
$31.63 - $35.35 $43,934 - $49,101
-1,389 Reduced 8.69%
14,600 $462,000
Q2 2022

Jul 29, 2022
SELL
$32.02 - $36.26 $45,820 - $51,888
-1,431 Reduced 8.21%
15,989 $526,000
Q1 2022

May 10, 2022
BUY
$34.86 - $39.14 $348 - $391
10 Added 0.06%
17,420 $634,000
Q4 2021

Feb 14, 2022
BUY
$38.29 - $39.43 $666,628 - $686,476
17,410 New
17,410 $686,000

Others Institutions Holding PFF

# of Institutions
1,104
Shares Held
198M
Call Options Held
454K
Put Options Held
746K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email