Bard Financial Services, Inc. Vaneck ETF Tr Preferred Securi Transaction History

Bard Financial Services, Inc.

$477 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	SELL	$16.91 - $17.69 $215,602 - $225,547	-12,750 Reduced 16.04%	66,725 $1.18 Million
Q1 2023 Apr 26, 2023	SELL	$16.81 - $18.58 $367,046 - $405,694	-21,835 Reduced 21.55%	79,475 $1.4 Million
Q4 2022 Jan 25, 2023	SELL	$16.39 - $17.65 $741,647 - $798,662	-45,250 Reduced 30.87%	101,310 $1.69 Million
Q3 2022 Oct 26, 2022	SELL	$17.16 - $19.59 $60,060 - $68,565	-3,500 Reduced 2.33%	146,560 $2.52 Million
Q2 2022 Jul 06, 2022	SELL	$17.74 - $20.35 $17,740 - $20,350	-1,000 Reduced 0.66%	150,060 $2.72 Million
Q1 2022 Apr 13, 2022	SELL	$19.51 - $21.82 $29,265 - $32,730	-1,500 Reduced 0.98%	151,060 $3.1 Million
Q1 2021 May 14, 2021	SELL	$20.02 - $20.81 $12,012 - $12,486	-600 Reduced 0.39%	152,560 $3.18 Million
Q4 2020 Mar 26, 2021	BUY	$19.21 - $20.57 $2.94 Million - $3.15 Million	153,160 New	153,160 $3.15 Million

Others Institutions Holding PFXF

# of Institutions

188

Shares Held

35.3M

Call Options Held

13.3K

Put Options Held

8.6K

International Assets Investment Management, LLC Orlando, FL

3.85M
Shares

$69.3 Million
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.42M
Shares

$61.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$56.8 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.25M
Shares

$40.5 Million
27.17% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$38.4 Million
0.02% of portfolio

About VANECK ETF TR PREFERRED SECURI

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