Balanced Rock Investment Advisor Vaneck ETF Tr Preferred Securi Transaction History

Balanced Rock Investment Advisor

  • $127 Billion
  • Q2 2025

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 25,412 shares of PFXF stock, worth $451,571. This represents 0.34% of its overall portfolio holdings.

Number of Shares
25,412
Previous 23,254 9.28%
Holding current value
$451,571
Previous $390 Million 11.63%
% of portfolio
0.34%
Previous 0.31%

Shares

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

Aug 14, 2025
BUY
$15.52 - $17.13 $33,492 - $36,966
2,158 Added 9.28%
25,412 $435 Million
Q1 2025

May 12, 2025
BUY
$16.76 - $17.69 $16,173 - $17,070
965 Added 4.33%
23,254 $390 Million
Q4 2024

Feb 13, 2025
BUY
$17.21 - $18.41 $19,808 - $21,189
1,151 Added 5.45%
22,289 $384 Million
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

# of Institutions
198
Shares Held
30.3M
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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