Comprehensive Wealth Management, LLC Vaneck ETF Tr Preferred Securi Transaction History
Comprehensive Wealth Management, LLC
- $135 Million
- Q2 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 1,697,495 shares of PFXF stock, worth $30 Million. This represents 21.82% of its overall portfolio holdings.
Number of Shares
1,697,495Holding current value
$30 Million% of portfolio
21.82%Shares
3 transactions
Others Institutions Holding PFXF
# of Institutions
184Shares Held
29.8MCall Options Held
19.4KPut Options Held
6.6K-
Bank Of America Corp Charlotte, NC3.62MShares$64.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.86MShares$50.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$35.8 Million0.02% of portfolio
-
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI1.53MShares$27 Million6.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.47MShares$26 Million0.01% of portfolio