Comprehensive Wealth Management, LLC Vaneck ETF Tr Preferred Securi Transaction History
Comprehensive Wealth Management, LLC
- $115 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding PFXF
# of Institutions
198Shares Held
30.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.03MShares$53.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.58MShares$45.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.39MShares$42 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.7MShares$29.9 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.59MShares$27.9 Million0.04% of portfolio