Stone Point Wealth LLC Ishares Trust Ishares Pfd And Transaction History

Stone Point Wealth LLC

  • $283 Million
  • Q1 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Stone Point Wealth LLC holds 39,430 shares of PFF stock, worth $1.24 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
39,430
Previous 42,440 7.09%
Holding current value
$1.24 Million
Previous $1.32 Million 4.01%
% of portfolio
0.45%
Previous 0.52%

Shares

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

May 01, 2024
SELL
$31.12 - $32.54 $93,671 - $97,945
-3,010 Reduced 7.09%
39,430 $1.27 Million
Q4 2023

Jan 26, 2024
SELL
$28.34 - $31.4 $220,995 - $244,857
-7,798 Reduced 15.52%
42,440 $1.32 Million
Q3 2023

Oct 25, 2023
SELL
$29.99 - $31.22 $58,780 - $61,191
-1,960 Reduced 3.75%
50,238 $1.51 Million
Q2 2023

Jul 25, 2023
BUY
$29.33 - $31.46 $252,237 - $270,556
8,600 Added 19.73%
52,198 $1.61 Million
Q1 2023

Apr 20, 2023
BUY
$29.86 - $33.81 $465,368 - $526,928
15,585 Added 55.63%
43,598 $1.36 Million
Q4 2022

Jan 20, 2023
BUY
$29.96 - $32.28 $263,737 - $284,160
8,803 Added 45.83%
28,013 $0
Q3 2022

Nov 03, 2022
BUY
$31.63 - $35.35 $104,220 - $116,478
3,295 Added 20.7%
19,210 $608,000
Q2 2022

Jul 19, 2022
SELL
$32.02 - $36.26 $167,976 - $190,219
-5,246 Reduced 24.79%
15,915 $524,000
Q1 2022

Apr 29, 2022
BUY
$34.86 - $39.14 $171,336 - $192,373
4,915 Added 30.25%
21,161 $761,000
Q4 2021

Feb 10, 2022
BUY
$38.29 - $39.43 $622,059 - $640,579
16,246 New
16,246 $646,000

Others Institutions Holding PFF

# of Institutions
1,104
Shares Held
198M
Call Options Held
454K
Put Options Held
746K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth 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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email