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

Comprehensive Wealth Management, LLC

  • $131 Million
  • Q4 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 2,206,128 shares of PFXF stock, worth $38.5 Million. This represents 29.02% of its overall portfolio holdings.

Number of Shares
2,206,128
Previous 2,251,024 1.99%
Holding current value
$38.5 Million
Previous $41.1 Million 7.42%
% of portfolio
29.02%
Previous 27.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
35.1M
Call Options Held
13.4K
Put Options Held
2.4K
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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