Axxcess Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 18,593 shares of PFF stock, worth $580,101. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,593
Previous 26,000 28.49%
Holding current value
$580,101
Previous $863,000 32.33%
% of portfolio
0.01%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$31.23 - $33.51 $231,320 - $248,208
-7,407 Reduced 28.49%
18,593 $584,000
Q3 2024

Nov 04, 2024
SELL
$31.18 - $33.5 $66,008 - $70,919
-2,117 Reduced 7.53%
26,000 $863,000
Q2 2024

Aug 09, 2024
BUY
$30.65 - $32.13 $29,883 - $31,326
975 Added 3.59%
28,117 $887,000
Q1 2024

May 14, 2024
BUY
$31.12 - $32.54 $253,347 - $264,908
8,141 Added 42.85%
27,142 $874,000
Q4 2023

Feb 06, 2024
BUY
$28.34 - $31.4 $282,974 - $313,529
9,985 Added 110.75%
19,001 $592,000
Q3 2023

Nov 14, 2023
SELL
$29.99 - $31.22 $367,527 - $382,601
-12,255 Reduced 57.61%
9,016 $271,000
Q2 2023

Aug 08, 2023
BUY
$29.33 - $31.46 $19,064 - $20,449
650 Added 3.15%
21,271 $657,000
Q1 2023

May 03, 2023
BUY
$29.86 - $33.81 $294,031 - $332,927
9,847 Added 91.4%
20,621 $643,000
Q4 2022

Feb 14, 2023
SELL
$29.96 - $32.28 $229,313 - $247,071
-7,654 Reduced 41.53%
10,774 $328,000
Q3 2022

Nov 14, 2022
BUY
$31.4 - $35.35 $578,639 - $651,429
18,428 New
18,428 $584,000
Q2 2022

Aug 11, 2022
SELL
$32.02 - $36.26 $394,806 - $447,085
-12,330 Closed
0 $0
Q1 2022

Aug 11, 2022
SELL
$34.86 - $39.14 $474,653 - $532,930
-13,616 Reduced 52.48%
12,330 $449,000
Q4 2021

Aug 11, 2022
BUY
$38.29 - $39.43 $993,472 - $1.02 Million
25,946 New
25,946 $1.02 Million

Others Institutions Holding PFF

# of Institutions
1,167
Shares Held
198M
Call Options Held
255K
Put Options Held
1.06M
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 Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email