Balanced Rock Investment Advisor Vaneck ETF Tr Preferred Securi Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 2024
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 22,289 shares of PFXF stock, worth $376,684. This represents 0.3% of its overall portfolio holdings.
Number of Shares
22,289
Previous 21,138
5.45%
Holding current value
$376,684
Previous $386 Million
0.39%
% of portfolio
0.3%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding PFXF
# of Institutions
207Shares Held
35.1MCall Options Held
13.4KPut Options Held
2.4K-
Bank Of America Corp Charlotte, NC3.37MShares$57 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.75MShares$46.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$42.1 Million0.02% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA2.21MShares$37.3 Million29.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$36.7 Million0.02% of portfolio