A detailed history of Sax Wealth Advisors, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 189,559 shares of PFXF stock, worth $3.41 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
189,559
Previous 183,708 3.18%
Holding current value
$3.41 Million
Previous $3.18 Million 8.9%
% of portfolio
0.31%
Previous 0.31%

Shares

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

Oct 17, 2024

BUY
$17.02 - $18.39 $99,584 - $107,599
5,851 Added 3.18%
189,559 $3.46 Million
Q2 2024

Jul 12, 2024

BUY
$16.84 - $17.64 $351,299 - $367,988
20,861 Added 12.81%
183,708 $3.18 Million
Q1 2024

May 13, 2024

BUY
$17.16 - $17.98 $120,102 - $125,842
6,999 Added 4.49%
162,847 $2.88 Million
Q4 2023

Feb 14, 2024

BUY
$15.7 - $17.41 $2.45 Million - $2.71 Million
155,848 New
155,848 $2.68 Million

Others Institutions Holding PFXF

About VANECK ETF TR PREFERRED SECURI


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

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.