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

Clientfirst Wealth Management, LLC

$82.6 Million
Q3 2023

A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 32,624 shares of PFF stock, worth $1.06 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

32,624

Previous 32,124 1.56%

Holding current value

$1.06 Million

Previous $993,000 1.01%

% of portfolio

1.19%

Previous 1.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$29.99 - $31.22 $14,995 - $15,610	500 Added 1.56%	32,624 $983,000
Q4 2022 Feb 14, 2023	SELL	$29.96 - $32.28 $239,680 - $258,240	-8,000 Reduced 19.94%	32,124 $980,000
Q3 2022 Nov 14, 2022	SELL	$31.4 - $35.35 $72,220 - $81,305	-2,300 Reduced 5.42%	40,124 $1.27 Million
Q2 2022 Aug 15, 2022	BUY	$32.02 - $36.26 $32,020 - $36,260	1,000 Added 2.41%	42,424 $1.4 Million
Q1 2022 May 13, 2022	SELL	$34.86 - $39.14 $6,972 - $7,828	-200 Reduced 0.48%	41,424 $1.51 Million
Q4 2021 Apr 01, 2022	BUY	$38.29 - $39.43 $1.59 Million - $1.64 Million	41,624 New	41,624 $1.5 Million

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

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

News

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

Account

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