Concurrent Investment Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 319,061 shares of PFXF stock, worth $5.35 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

319,061

Previous 199,950 59.57%

Holding current value

$5.35 Million

Previous $3.45 Billion 55.04%

% of portfolio

0.13%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$16.76 - $17.69 $2 Million - $2.11 Million	119,111 Added 59.57%	319,061 $5.35 Billion
Q4 2024 Feb 03, 2025	SELL	$17.21 - $18.41 $446,152 - $477,260	-25,924 Reduced 11.48%	199,950 $3.45 Billion
Q3 2024 Oct 30, 2024	BUY	$17.02 - $18.39 $877,346 - $947,967	51,548 Added 29.57%	225,874 $4.12 Billion
Q2 2024 Jul 30, 2024	BUY	$16.84 - $17.64 $6,887 - $7,214	409 Added 0.24%	174,326 $3.02 Billion
Q1 2024 May 07, 2024	SELL	$17.16 - $17.98 $56,250 - $58,938	-3,278 Reduced 1.85%	173,917 $3.08 Billion
Q4 2023 Apr 15, 2024	BUY	$15.7 - $17.41 $2.78 Million - $3.08 Million	177,195 New	177,195 $3.04 Billion

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

More about PFXF

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Concurrent Investment Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History