LWM Advisory Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
LWM Advisory Services's PFF Position: Q4 2023 in Review
LWM Advisory Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 700 shares — an estimated $21.1K sold.
LWM Advisory Services first reported a position in PFF in Q3 2023 and held it in 1 quarter. The position peaked at $21.1K in Q3 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.
- LWM Advisory Services reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
- LWM Advisory Services sold 700 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $21.1K.
- LWM Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and held it in 1 quarter.
- LWM Advisory Services's iShares Preferred and Income Securities ETF position peaked at $21.1K in Q3 2023.
- 1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.
Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.