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 21,138 shares of PFXF stock, worth $380,061. This represents 0.3% of its overall portfolio holdings.

Number of Shares
21,138
Previous 20,010 5.64%
Holding current value
$380,061
Previous $346 Million 11.5%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Nov 13, 2024

BUY
$17.02 - $18.39 $19,198 - $20,743
1,128 Added 5.64%
21,138 $386 Million
Q2 2024

Jul 31, 2024

BUY
$16.84 - $17.64 $47,168 - $49,409
2,801 Added 16.28%
20,010 $346 Million
Q1 2024

May 13, 2024

BUY
$17.16 - $17.98 $295,306 - $309,417
17,209 New
17,209 $304 Million

Others Institutions Holding PFXF

About VANECK ETF TR PREFERRED SECURI


  • Ticker PFXF
  • Sector ETFs
  • Industry ETFs
More about PFXF
Track This Portfolio

Track Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.