A detailed history of Powell Investment Advisors, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 58,010 shares of PFXF stock, worth $1.03 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
58,010
Previous 60,975 4.86%
Holding current value
$1.03 Million
Previous $1.05 Million 0.47%
% of portfolio
0.5%
Previous 0.55%

Shares

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

Nov 01, 2024

SELL
$17.02 - $18.39 $50,464 - $54,526
-2,965 Reduced 4.86%
58,010 $1.06 Million
Q2 2024

Jul 30, 2024

SELL
$16.84 - $17.64 $355,071 - $371,939
-21,085 Reduced 25.69%
60,975 $1.05 Million
Q1 2024

Apr 15, 2024

SELL
$17.16 - $17.98 $12,664 - $13,269
-738 Reduced 0.89%
82,060 $1.45 Million
Q4 2023

Jan 31, 2024

SELL
$15.7 - $17.41 $80,996 - $89,818
-5,159 Reduced 5.87%
82,798 $1.42 Million
Q3 2023

Oct 16, 2023

BUY
$16.71 - $17.63 $1,102 - $1,163
66 Added 0.08%
87,957 $1.48 Million
Q2 2023

Aug 02, 2023

BUY
$16.91 - $17.69 $1,065 - $1,114
63 Added 0.07%
87,891 $1.55 Million
Q1 2023

May 10, 2023

BUY
$16.81 - $18.58 $114,055 - $126,065
6,785 Added 8.37%
87,828 $1.55 Million
Q4 2022

Feb 14, 2023

BUY
$16.39 - $17.65 $1.33 Million - $1.43 Million
81,043 New
81,043 $1.35 Million

Others Institutions Holding PFXF

About VANECK ETF TR PREFERRED SECURI


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

Track Powell Investment Advisors, LLC Portfolio

Follow Powell Investment 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 Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.