Bogart Wealth, LLC Vaneck ETF Tr Preferred Securi Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Bogart Wealth, LLC holds 529 shares of PFXF stock, worth $9,511. This represents 0.0% of its overall portfolio holdings.

Number of Shares

529

Holding current value

$9,511

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$17.02 - $18.39 $9,003 - $9,728	529 New	529 $9,000

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

View Full List

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

More about PFXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Account