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
1,697,495
Holding current value
$30 Million
% of portfolio
21.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
184
Shares Held
29.8M
Call Options Held
19.4K
Put Options Held
6.6K
View Full List

About VANECK ETF TR PREFERRED SECURI

PFXF Quotes by TradingView
  • Ticker PFXF
  • Sector ETFs
  • Industry ETFs
More about PFXF
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