Comprehensive Wealth Management, LLC Vaneck ETF Tr Preferred Securi Transaction History

Comprehensive Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$16.76 - $17.69 $1.14 Million - $1.21 Million	-68,173 Reduced 3.09%	2,137,955 $35.8 Million
Q4 2024 Feb 11, 2025	SELL	$17.21 - $18.41 $772,660 - $826,535	-44,896 Reduced 1.99%	2,206,128 $38.1 Million
Q3 2024 Nov 06, 2024	BUY	$17.02 - $18.39 $9.42 Million - $10.2 Million	553,529 Added 32.61%	2,251,024 $41.1 Million
Q2 2024 Aug 13, 2024	BUY	$16.84 - $17.64 $28.6 Million - $29.9 Million	1,697,495 New	1,697,495 $29.4 Million
Q3 2022 Jan 12, 2024	SELL	$17.16 - $19.59 $33.6 Million - $38.3 Million	-1,955,563 Closed	0 $0
Q2 2022 Jan 12, 2024	BUY	$17.74 - $20.35 $34.7 Million - $39.8 Million	1,955,563 New	1,955,563 $0

197

29.9M

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.