Regentatlantic Capital LLC Vaneck ETF Tr Preferred Securi Transaction History

Regentatlantic Capital LLC

$3.34 Billion
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 31, 2018	SELL	N/A	-11,060 Closed	0 $0
Q1 2018 Apr 23, 2018	BUY	N/A	415 Added 3.9%	11,060 $213,000
Q3 2017 Oct 25, 2017	BUY	N/A	10,645	10,645 $214,000

Others Institutions Holding PFXF

# of Institutions

188

Shares Held

35.3M

Call Options Held

13.3K

Put Options Held

8.6K

International Assets Investment Management, LLC Orlando, FL

3.85M
Shares

$69.3 Million
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.42M
Shares

$61.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$56.8 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.25M
Shares

$40.5 Million
27.17% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$38.4 Million
0.02% of portfolio

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