Core Wealth Partners LLC Vaneck ETF Tr Preferred Securi Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 2024
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 18,053 shares of PFXF stock, worth $324,592. This represents 0.2% of its overall portfolio holdings.
Number of Shares
18,053
Previous 18,053
-0.0%
Holding current value
$324,592
Previous $312 Million
5.55%
% of portfolio
0.2%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding PFXF
# of Institutions
188Shares Held
35.3MCall Options Held
13.3KPut Options Held
8.6K-
International Assets Investment Management, LLC Orlando, FL3.85MShares$69.3 Million0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.42MShares$61.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.16MShares$56.8 Million0.0% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA2.25MShares$40.5 Million27.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$38.4 Million0.02% of portfolio