A detailed history of Avidian Wealth Solutions, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 63,304 shares of PFXF stock, worth $1.14 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
63,304
Previous 51,251 23.52%
Holding current value
$1.14 Million
Previous $886,000 30.36%
% of portfolio
0.05%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$17.02 - $18.39 $205,142 - $221,654
12,053 Added 23.52%
63,304 $1.16 Million
Q2 2024

Aug 06, 2024

SELL
$16.84 - $17.64 $7,864 - $8,237
-467 Reduced 0.9%
51,251 $886,000
Q1 2024

May 03, 2024

BUY
$17.16 - $17.98 $390,853 - $409,530
22,777 Added 78.7%
51,718 $914,000
Q4 2023

Feb 06, 2024

SELL
$15.7 - $17.41 $9,215 - $10,219
-587 Reduced 1.99%
28,941 $497,000
Q3 2023

Oct 13, 2023

SELL
$16.71 - $17.63 $318,526 - $336,063
-19,062 Reduced 39.23%
29,528 $496,000
Q2 2023

Aug 03, 2023

BUY
$16.91 - $17.69 $29,879 - $31,258
1,767 Added 3.77%
48,590 $858,000
Q1 2023

May 08, 2023

BUY
$16.81 - $18.58 $77,225 - $85,356
4,594 Added 10.88%
46,823 $826,000
Q4 2022

Feb 06, 2023

SELL
$16.39 - $17.65 $209,775 - $225,902
-12,799 Reduced 23.26%
42,229 $705,000
Q3 2022

Nov 03, 2022

BUY
$17.16 - $19.59 $262,942 - $300,177
15,323 Added 38.59%
55,028 $946,000
Q2 2022

Jul 29, 2022

SELL
$17.74 - $20.35 $39,737 - $45,584
-2,240 Reduced 5.34%
39,705 $719,000
Q1 2022

May 10, 2022

SELL
$19.51 - $21.82 $35,566 - $39,777
-1,823 Reduced 4.17%
41,945 $862,000
Q4 2021

Feb 14, 2022

BUY
$21.0 - $21.94 $23,037 - $24,068
1,097 Added 2.57%
43,768 $958,000
Q3 2021

Nov 10, 2021

BUY
$21.03 - $21.7 $319,571 - $329,753
15,196 Added 55.31%
42,671 $905,000
Q2 2021

Aug 09, 2021

BUY
$20.68 - $21.34 $11,167 - $11,523
540 Added 2.0%
27,475 $586,000
Q1 2021

May 05, 2021

BUY
$20.02 - $20.81 $147,427 - $153,244
7,364 Added 37.63%
26,935 $561,000
Q4 2020

Feb 09, 2021

BUY
$19.21 - $20.57 $54,421 - $58,274
2,833 Added 16.93%
19,571 $403,000
Q3 2020

Nov 06, 2020

BUY
$18.22 - $19.45 $49,576 - $52,923
2,721 Added 19.41%
16,738 $321,000
Q2 2020

Aug 10, 2020

BUY
$15.5 - $19.16 $21,808 - $26,958
1,407 Added 11.16%
14,017 $255,000
Q1 2020

Apr 22, 2020

SELL
$13.24 - $20.63 $160,376 - $249,891
-12,113 Reduced 48.99%
12,610 $208,000
Q4 2019

Feb 13, 2020

BUY
$19.78 - $20.37 $105,605 - $108,755
5,339 Added 27.54%
24,723 $500,000
Q3 2019

Nov 14, 2019

BUY
$19.9 - $20.3 $84,973 - $86,681
4,270 Added 28.25%
19,384 $393,000
Q2 2019

Aug 14, 2019

BUY
N/A
15,114 New
15,114 $299,000

Others Institutions Holding PFXF

About VANECK ETF TR PREFERRED SECURI


  • Ticker PFXF
  • Sector ETFs
  • Industry ETFs
More about PFXF
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