iShares S&P US Pref Stock Idx Fnd shares owned by Core Wealth Partners
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in iShares S&P US Pref Stock Idx Fnd
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All positions including iShares S&P US Pref Stock Idx Fnd held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $393k | 12k | 33.23 |
2024-03-31 | $381k | 12k | 32.23 |
2023-12-31 | $369k | 12k | 31.19 |
2023-09-30 | $366k | 12k | 30.15 |
2023-06-30 | $375k | 12k | 30.93 |
2023-03-31 | $480k | 15k | 31.22 |
2022-12-31 | $260k | 2.0k | 126.86 |
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