A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 44,731 shares of PFF stock, worth $1.47 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
44,731
Previous 31,771 40.79%
Holding current value
$1.47 Million
Previous $1 Million 48.3%
% of portfolio
1.07%
Previous 0.8%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$31.18 - $33.5 $404,092 - $434,160
12,960 Added 40.79%
44,731 $1.49 Million
Q2 2024

Aug 01, 2024

BUY
$30.65 - $32.13 $68,196 - $71,489
2,225 Added 7.53%
31,771 $1 Million
Q1 2024

May 07, 2024

BUY
$31.12 - $32.54 $680,750 - $711,812
21,875 Added 285.16%
29,546 $952,000
Q4 2023

Feb 15, 2024

BUY
$28.34 - $31.4 $217,396 - $240,869
7,671 New
7,671 $239,000
Q1 2022

Apr 29, 2022

SELL
$34.86 - $39.14 $181,794 - $204,115
-5,215 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$38.29 - $39.43 $199,682 - $205,627
5,215 New
5,215 $205,000

Others Institutions Holding PFF

About ISHARES TRUST ISHARES PFD AND


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

Track Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, 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 Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.