A detailed history of Beaumont Financial Partners, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 27,933 shares of PFXF stock, worth $494,693. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,933
Previous 28,084 0.54%
Holding current value
$494,693
Previous $508,000 5.51%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$17.16 - $19.59 $2,591 - $2,958
-151 Reduced 0.54%
27,933 $480,000
Q2 2022

Aug 04, 2022

SELL
$17.74 - $20.35 $173,035 - $198,493
-9,754 Reduced 25.78%
28,084 $508,000
Q1 2022

May 09, 2022

BUY
$19.51 - $21.82 $174,985 - $195,703
8,969 Added 31.07%
37,838 $777,000
Q4 2021

Feb 07, 2022

BUY
$21.0 - $21.94 $606,249 - $633,385
28,869 New
28,869 $632,000

Others Institutions Holding PFXF

About VANECK ETF TR PREFERRED SECURI


  • Ticker PFXF
  • Sector ETFs
  • Industry ETFs
More about PFXF
Track This Portfolio

Track Beaumont Financial Partners, LLC Portfolio

Follow Beaumont Financial Partners, 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 Beaumont Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.