Primoris Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Primoris Wealth Advisors, LLC

$139 Million
Q3 2024

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 $1.42 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

44,731

Previous 31,771 40.79%

Holding current value

$1.42 Million

Previous $1 Million 48.3%

% of portfolio

1.07%

Previous 0.8%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,099

Shares Held

186M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Industry ETFs

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Primoris Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History