Comprehensive Wealth Management, LLC Vaneck ETF Tr Preferred Securi Transaction History

Comprehensive Wealth Management, LLC

$138 Million
Q1 2025

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 2,137,955 shares of PFXF stock, worth $36.1 Million. This represents 25.99% of its overall portfolio holdings.

Number of Shares

2,137,955

Previous 2,206,128 3.09%

Holding current value

$36.1 Million

Previous $38.1 Million 5.84%

% of portfolio

25.99%

Previous 29.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$16.76 - $17.69 $1.14 Million - $1.21 Million	-68,173 Reduced 3.09%	2,137,955 $35.8 Million
Q4 2024 Feb 11, 2025	SELL	$17.21 - $18.41 $772,660 - $826,535	-44,896 Reduced 1.99%	2,206,128 $38.1 Million
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

# of Institutions

205

Shares Held

33.5M

Call Options Held

66.1K

Put Options Held

View Full List

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

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Comprehensive Wealth Management, LLC Vaneck ETF Tr Preferred Securi Transaction History