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 $317,913. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,053
Previous 18,053 -0.0%
Holding current value
$317,913
Previous $312 Million 5.55%
% of portfolio
0.2%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANECK ETF TR PREFERRED SECURI


  • Ticker PFXF
  • Sector ETFs
  • Industry ETFs
More about PFXF
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners LLC and customize your updates to receive the information that matters most to you.

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.