A detailed history of Creative Planning transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Creative Planning holds 19,137 shares of PFXF stock, worth $338,916. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,137
Previous 56,275 65.99%
Holding current value
$338,916
Previous $973,000 64.13%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$17.02 - $18.39 $632,088 - $682,967
-37,138 Reduced 65.99%
19,137 $349,000
Q2 2024

Aug 15, 2024

BUY
$16.84 - $17.64 $947,671 - $992,691
56,275 New
56,275 $973,000

Others Institutions Holding PFXF

About VANECK ETF TR PREFERRED SECURI


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

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.