Carmel Capital Partners, LLC Vaneck ETF Tr Preferred Securi Transaction History
Carmel Capital Partners, LLC
- $248 Million
- Q3 2024
A detailed history of Carmel Capital Partners, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Carmel Capital Partners, LLC holds 405,387 shares of PFXF stock, worth $7.1 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
405,387
Previous 356,365
13.76%
Holding current value
$7.1 Million
Previous $6.17 Million
20.06%
% of portfolio
2.99%
Previous 2.72%
Shares
4 transactions
Others Institutions Holding PFXF
# of Institutions
187Shares Held
31.1MCall Options Held
13.3KPut Options Held
8.6K-
Bank Of America Corp Charlotte, NC3.42MShares$59.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.16MShares$55.4 Million0.0% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA2.25MShares$39.4 Million27.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$37.4 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.59MShares$27.8 Million0.04% of portfolio