Joseph P. Lucia & Associates, LLC Vaneck ETF Tr Preferred Securi Transaction History
Joseph P. Lucia & Associates, LLC
- $202 Million
- Q2 2025
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 101,408 shares of PFXF stock, worth $1.78 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
101,408
Previous 102,938
1.49%
Holding current value
$1.78 Million
Previous $1.73 Million
0.64%
% of portfolio
0.86%
Previous 0.94%
Shares
26 transactions
Others Institutions Holding PFXF
# of Institutions
205Shares Held
33.9MCall Options Held
66.1KPut Options Held
2K-
Bank Of America Corp Charlotte, NC3.42MShares$60 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.67MShares$46.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.46MShares$43.1 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.18MShares$38.3 Million0.01% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA2.14MShares$37.5 Million25.99% of portfolio