Collaborative Wealth Managment Inc. Ishares Trust Ishares Pfd And Transaction History

Collaborative Wealth Managment Inc.

$214 Million
Q4 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 8,981 shares of PFF stock, worth $263,143. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,981

Previous 9,879 9.09%

Holding current value

$263,143

Previous $328,000 14.02%

% of portfolio

0.13%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$31.23 - $33.51 $28,044 - $30,091	-898 Reduced 9.09%	8,981 $282,000
Q1 2024 May 10, 2024	BUY	$31.12 - $32.54 $18,920 - $19,784	608 Added 6.56%	9,879 $318,000
Q3 2023 Nov 09, 2023	SELL	$29.99 - $31.22 $15,864 - $16,515	-529 Reduced 5.4%	9,271 $279,000
Q2 2023 Aug 07, 2023	SELL	$29.33 - $31.46 $6,569 - $7,047	-224 Reduced 2.23%	9,800 $303,000
Q1 2023 May 08, 2023	SELL	$29.86 - $33.81 $62,586 - $70,865	-2,096 Reduced 17.29%	10,024 $312,000
Q3 2022 Nov 14, 2022	SELL	$31.4 - $35.35 $21,509 - $24,214	-685 Reduced 5.35%	12,120 $384,000
Q2 2022 Aug 15, 2022	SELL	$32.02 - $36.26 $1,953 - $2,211	-61 Reduced 0.47%	12,805 $421,000
Q4 2021 Feb 11, 2022	SELL	$38.29 - $39.43 $1,072 - $1,104	-28 Reduced 0.22%	12,866 $507,000
Q1 2021 May 12, 2022	BUY	$37.15 - $38.46 $479,012 - $495,903	12,894 New	12,894 $470,000

Others Institutions Holding PFF

# of Institutions

1,171

Shares Held

204M

Call Options Held

255K

Put Options Held

1.06M

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About ISHARES TRUST ISHARES PFD AND

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Collaborative Wealth Managment Inc. Ishares Trust Ishares Pfd And Transaction History