Global Wealth Management Investment Advisory, Inc. Vaneck ETF Tr Preferred Securi Transaction History

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$18.22 - $19.45 $1,293 - $1,380	-71 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	N/A	-69 Reduced 49.29%	71 $1,000
Q1 2019 May 10, 2019	SELL	N/A	-397 Reduced 73.93%	140 $3,000
Q4 2018 Feb 14, 2019	BUY	N/A	537 New	537 $10,000

Others Institutions Holding PFXF

# of Institutions

198

Shares Held

31.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

4.14M
Shares

$72.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.73M
Shares

$47.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.58M
Shares

$45.3 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.76M
Shares

$30.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.75M
Shares

$30.8 Million
0.01% of portfolio

View Full List

About VANECK ETF TR PREFERRED SECURI

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