A detailed history of Forth Right Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 203,563 shares of PFF stock, worth $6.42 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
203,563
Previous 218,543 6.85%
Holding current value
$6.42 Million
Previous $6.82 Million 3.76%
% of portfolio
2.39%
Previous 2.66%

Shares

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

Apr 23, 2024

SELL
$31.12 - $32.54 $466,177 - $487,449
-14,980 Reduced 6.85%
203,563 $6.56 Million
Q4 2023

Jan 23, 2024

SELL
$28.34 - $31.4 $2.2 Million - $2.43 Million
-77,459 Reduced 26.17%
218,543 $6.82 Million
Q3 2023

Oct 24, 2023

SELL
$29.99 - $31.22 $169,323 - $176,268
-5,646 Reduced 1.87%
296,002 $8.92 Million
Q2 2023

Jul 17, 2023

BUY
$29.33 - $31.46 $8.85 Million - $9.49 Million
301,648 New
301,648 $9.33 Million

Others Institutions Holding PFF

About ISHARES TRUST ISHARES PFD AND


  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track Forth Right Wealth Management, LLC Portfolio

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

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.