Personal Cfo Solutions, LLC Vaneck ETF Tr Fallen Angel Hig Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$26.53 - $30.53 $1.17 Million - $1.34 Million	-43,990 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$29.63 - $32.87 $23,052 - $25,572	-778 Reduced 1.74%	43,990 $1.34 Million
Q4 2021 Feb 11, 2022	BUY	$32.36 - $33.41 $50,740 - $52,386	1,568 Added 3.63%	44,768 $1.48 Million
Q3 2021 Nov 18, 2021	SELL	$32.72 - $33.43 $106,994 - $109,316	-3,270 Reduced 7.04%	43,200 $1.43 Million
Q2 2021 Jul 22, 2021	SELL	$31.92 - $32.9 $1,212 - $1,250	-38 Reduced 0.08%	46,470 $1.53 Million
Q1 2021 Apr 21, 2021	SELL	$31.31 - $32.62 $16,594 - $17,288	-530 Reduced 1.13%	46,508 $1.49 Million
Q4 2020 Feb 09, 2021	BUY	$29.66 - $32.18 $67,120 - $72,823	2,263 Added 5.05%	47,038 $0
Q3 2020 Nov 02, 2020	BUY	$28.6 - $30.69 $1.28 Million - $1.37 Million	44,775 New	44,775 $1,000

Others Institutions Holding ANGL

# of Institutions

356

Shares Held

76.7M

Call Options Held

300

Put Options Held

10.2K

Bank Of America Corp Charlotte, NC

7.73M
Shares

$225 Million
0.02% of portfolio
State Of Tennessee, Treasury Department Nashville, TN

4.69M
Shares

$137 Million
0.5% of portfolio
Lpl Financial LLC Fort Mill, SC

3.53M
Shares

$103 Million
0.05% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$88.5 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3M
Shares

$87.4 Million
1.94% of portfolio

About VANECK ETF TR FALLEN ANGEL HIG

Ticker ANGL
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