Comprehensive Wealth Management, LLC Vaneck ETF Tr Preferred Securi Transaction History
Comprehensive Wealth Management, LLC
- $151 Million
- Q3 2024
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
Others Institutions Holding PFXF
# of Institutions
186Shares Held
34.8MCall Options Held
19.4KPut Options Held
6.6K-
International Assets Investment Management, LLC Orlando, FL3.85MShares$69.3 Million0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$65.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.86MShares$51.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$36.4 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.59MShares$28.6 Million0.04% of portfolio