Core Wealth Partners LLC Vaneck ETF Tr Preferred Securi Transaction History

Core Wealth Partners LLC

$197 Billion
Q2 2025

A detailed history of Core Wealth Partners LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Core Wealth Partners LLC holds 22,480 shares of PFXF stock, worth $399,469. This represents 0.2% of its overall portfolio holdings.

Number of Shares

22,480

Previous 22,480 -0.0%

Holding current value

$399,469

Previous $377 Million 2.15%

% of portfolio

0.2%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$17.21 - $18.41 $76,188 - $81,501	4,427 Added 24.52%	22,480 $388 Million
Q2 2024 Aug 13, 2024	SELL	$16.84 - $17.64 $177,948 - $186,401	-10,567 Reduced 36.92%	18,053 $312 Million
Q1 2024 Apr 19, 2024	BUY	$17.16 - $17.98 $3,414 - $3,578	199 Added 0.7%	28,620 $506 Million
Q4 2023 Feb 07, 2024	BUY	$15.7 - $17.41 $3,171 - $3,516	202 Added 0.72%	28,421 $488 Million
Q3 2023 Nov 13, 2023	BUY	$16.71 - $17.63 $3,609 - $3,808	216 Added 0.77%	28,219 $474 Million
Q2 2023 Aug 11, 2023	SELL	$16.91 - $17.69 $54,061 - $56,554	-3,197 Reduced 10.25%	28,003 $495 Million
Q1 2023 May 11, 2023	BUY	$16.81 - $18.58 $524,472 - $579,696	31,200 New	31,200 $551 Million

Others Institutions Holding PFXF

# of Institutions

198

Shares Held

30.3M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

More about PFXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Account

Core Wealth Partners LLC Vaneck ETF Tr Preferred Securi Transaction History