Balanced Rock Investment Advisor Vaneck ETF Tr Preferred Securi Transaction History
Balanced Rock Investment Advisor
- $125 Billion
- Q1 2025
A detailed history of Balanced Rock Investment Advisor transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 23,254 shares of PFXF stock, worth $392,992. This represents 0.31% of its overall portfolio holdings.
Number of Shares
23,254
Previous 22,289
4.33%
Holding current value
$392,992
Previous $384 Million
1.37%
% of portfolio
0.31%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding PFXF
# of Institutions
205Shares Held
33.5MCall Options Held
66.1KPut Options Held
2K-
Bank Of America Corp Charlotte, NC3.42MShares$57.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.67MShares$45 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.46MShares$41.5 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.18MShares$36.8 Million0.01% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA2.14MShares$36.1 Million25.99% of portfolio