Bartlett & Co. Wealth Management LLC Vaneck ETF Tr Preferred Securi Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 28,956 shares of PFXF stock, worth $496,595. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,956
Previous 29,171 0.74%
Holding current value
$496,595
Previous $533 Million 6.23%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$17.21 - $18.41 $3,700 - $3,958
-215 Reduced 0.74%
28,956 $499 Million
Q3 2024

Oct 17, 2024
SELL
$17.02 - $18.39 $3,659 - $3,953
-215 Reduced 0.73%
29,171 $533 Million
Q4 2023

Feb 14, 2024
BUY
$15.7 - $17.41 $461,360 - $511,610
29,386 New
29,386 $512 Million

Others Institutions Holding PFXF

# of Institutions
207
Shares Held
35.2M
Call Options Held
13.4K
Put Options Held
2.4K
View Full List

About VANECK ETF TR PREFERRED SECURI

PFXF Quotes by TradingView
  • Ticker PFXF
  • Sector ETFs
  • Industry ETFs
More about PFXF
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email