Crewe Advisors LLC Vaneck ETF Tr Preferred Securi Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$17.16 - $19.59 $16,302 - $18,610	-950 Reduced 50.0%	950 $16,000
Q1 2022 Apr 27, 2022	BUY	$19.51 - $21.82 $37,069 - $41,458	1,900 New	1,900 $39,000

Others Institutions Holding PFXF

# of Institutions

188

Shares Held

35.3M

Call Options Held

13.3K

Put Options Held

8.6K

International Assets Investment Management, LLC Orlando, FL

3.85M
Shares

$69.3 Million
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.42M
Shares

$61.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$56.8 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.25M
Shares

$40.5 Million
27.17% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$38.4 Million
0.02% of portfolio

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