Ever Source Wealth Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 559 shares of PFXF stock, worth $9,447. This represents 0.0% of its overall portfolio holdings.
Number of Shares
559
Previous 559
-0.0%
Holding current value
$9,447
Previous $9,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PFXF
# of Institutions
205Shares Held
33.5MCall Options Held
66.1KPut Options Held
2K-
Bank Of America Corp Charlotte, NC3.42MShares$57.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.67MShares$45 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.46MShares$41.5 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.18MShares$36.8 Million0.01% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA2.14MShares$36.1 Million25.99% of portfolio