Avidian Wealth Solutions, LLC Vaneck ETF Tr Preferred Securi Transaction History

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025

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 83,335 shares of PFXF stock, worth $1.49 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
83,335
Previous 77,714 7.23%
Holding current value
$1.49 Million
Previous $1.3 Million 9.52%
% of portfolio
0.06%
Previous 0.06%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$15.52 - $17.13 $87,237 - $96,287
5,621 Added 7.23%
83,335 $1.43 Million
Q1 2025

Apr 25, 2025
BUY
$16.76 - $17.69 $144,638 - $152,664
8,630 Added 12.49%
77,714 $1.3 Million
Q4 2024

Jan 29, 2025
BUY
$17.21 - $18.41 $99,473 - $106,409
5,780 Added 9.13%
69,084 $1.19 Million
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

# of Institutions
196
Shares Held
29.8M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR PREFERRED SECURI

PFXF Quotes by TradingView
  • Ticker PFXF
  • Sector ETFs
  • Industry ETFs
More about PFXF
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