Avidian Wealth Solutions, LLC Ishares Trust Ishares Pfd And Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 13,156 shares of PFF stock, worth $405,862. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,156

Previous 14,559 9.64%

Holding current value

$405,862

Previous $483,000 14.49%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$31.23 - $33.51 $43,815 - $47,014	-1,403 Reduced 9.64%	13,156 $413,000
Q3 2024 Oct 30, 2024	SELL	$31.18 - $33.5 $108,381 - $116,446	-3,476 Reduced 19.27%	14,559 $483,000
Q2 2024 Aug 06, 2024	SELL	$30.65 - $32.13 $17,255 - $18,089	-563 Reduced 3.03%	18,035 $569,000
Q1 2024 May 03, 2024	BUY	$31.12 - $32.54 $90,279 - $94,398	2,901 Added 18.48%	18,598 $599,000
Q4 2023 Feb 06, 2024	BUY	$28.34 - $31.4 $67,590 - $74,889	2,385 Added 17.92%	15,697 $489,000
Q3 2023 Oct 13, 2023	BUY	$29.99 - $31.22 $1,769 - $1,841	59 Added 0.45%	13,312 $401,000
Q2 2023 Aug 03, 2023	BUY	$29.33 - $31.46 $36,105 - $38,727	1,231 Added 10.24%	13,253 $409,000
Q1 2023 May 08, 2023	BUY	$29.86 - $33.81 $3,105 - $3,516	104 Added 0.87%	12,022 $375,000
Q4 2022 Feb 06, 2023	SELL	$29.96 - $32.28 $80,352 - $86,574	-2,682 Reduced 18.37%	11,918 $363,000
Q3 2022 Nov 03, 2022	SELL	$31.4 - $35.35 $43,614 - $49,101	-1,389 Reduced 8.69%	14,600 $462,000
Q2 2022 Jul 29, 2022	SELL	$32.02 - $36.26 $45,820 - $51,888	-1,431 Reduced 8.21%	15,989 $526,000
Q1 2022 May 10, 2022	BUY	$34.86 - $39.14 $348 - $391	10 Added 0.06%	17,420 $634,000
Q4 2021 Feb 14, 2022	BUY	$38.29 - $39.43 $666,628 - $686,476	17,410 New	17,410 $686,000

Others Institutions Holding PFF

# of Institutions

1,168

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

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About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Avidian Wealth Solutions, LLC Ishares Trust Ishares Pfd And Transaction History