A detailed history of Comprehensive Wealth Management, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 2,251,024 shares of PFXF stock, worth $40.5 Million. This represents 27.17% of its overall portfolio holdings.

Number of Shares
2,251,024
Previous 1,697,495 32.61%
Holding current value
$40.5 Million
Previous $29.4 Million 39.97%
% of portfolio
27.17%
Previous 21.82%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$17.02 - $18.39 $9.42 Million - $10.2 Million
553,529 Added 32.61%
2,251,024 $41.1 Million
Q2 2024

Aug 13, 2024

BUY
$16.84 - $17.64 $28.6 Million - $29.9 Million
1,697,495 New
1,697,495 $29.4 Million
Q3 2022

Jan 12, 2024

SELL
$17.16 - $19.59 $33.6 Million - $38.3 Million
-1,955,563 Closed
0 $0
Q2 2022

Jan 12, 2024

BUY
$17.74 - $20.35 $34.7 Million - $39.8 Million
1,955,563 New
1,955,563 $0

Others Institutions Holding PFXF

About VANECK ETF TR PREFERRED SECURI


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

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive 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 Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.