Balanced Rock Investment Advisor Vaneck ETF Tr Preferred Securi Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 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 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
Others Institutions Holding PFXF
# of Institutions
188Shares Held
35.3MCall Options Held
13.3KPut Options Held
8.6K-
International Assets Investment Management, LLC Orlando, FL3.85MShares$69.3 Million0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.42MShares$61.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.16MShares$56.8 Million0.0% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA2.25MShares$40.5 Million27.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$38.4 Million0.02% of portfolio