Bay Harbor Wealth Management, LLC Vaneck ETF Tr Preferred Securi Transaction History

Bay Harbor Wealth Management, LLC

$311 Million
Q1 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 18, 2019	SELL	N/A	-229 Closed	0 $0
Q1 2019 Apr 22, 2019	SELL	N/A	-18 Reduced 7.29%	229 $4,000
Q4 2018 Feb 14, 2019	BUY	N/A	247 New	247 $4,000

Others Institutions Holding PFXF

# of Institutions

201

Shares Held

33.7M

Call Options Held

13.4K

Put Options Held

2.4K

Bank Of America Corp Charlotte, NC

3.37M
Shares

$56 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$45.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.46M
Shares

$40.8 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.18M
Shares

$36.2 Million
0.01% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.14M
Shares

$35.5 Million
25.99% of portfolio

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

More about PFXF

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