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 $9,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares
559
Previous 1,322 57.72%
Holding current value
$9,899
Previous $22,000 54.55%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$17.02 - $18.39 $12,986 - $14,031
-763 Reduced 57.72%
559 $10,000
Q1 2024

Jun 11, 2024

BUY
$17.16 - $17.98 $22,685 - $23,769
1,322 New
1,322 $23,000

Others Institutions Holding PFXF

About VANECK ETF TR PREFERRED SECURI


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

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.