iShares S&P US Pref Stock Idx Fnd shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares S&P US Pref Stock Idx Fnd
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P US Pref Stock Idx Fnd held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Summit Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $743k | 22k | 33.23 |
2024-06-30 | $710k | 23k | 31.55 |
2024-03-31 | $731k | 23k | 32.23 |
2023-12-31 | $815k | 26k | 31.19 |
2023-09-30 | $863k | 29k | 30.15 |
2023-06-30 | $934k | 30k | 30.93 |
2023-03-31 | $1.1M | 37k | 31.22 |
2022-12-31 | $1.1M | 37k | 30.53 |
2022-09-30 | $944k | 30k | 31.67 |
2022-06-30 | $1.0M | 31k | 32.88 |
2022-03-31 | $1.1M | 30k | 36.42 |
2021-12-31 | $1.7M | 43k | 39.43 |
2021-09-30 | $1.7M | 43k | 38.81 |
2021-06-30 | $1.6M | 41k | 39.33 |
2021-03-31 | $1.4M | 37k | 38.40 |
2020-12-31 | $1.2M | 32k | 38.51 |
2020-09-30 | $1.2M | 33k | 36.45 |
2020-06-30 | $1.1M | 33k | 34.64 |
2020-03-31 | $1.1M | 35k | 31.84 |
2019-12-31 | $1.5M | 39k | 37.59 |
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