Second Half Financial Partners, LLC Vaneck ETF Tr Preferred Securi Transaction History

Second Half Financial Partners, LLC

$129 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$16.91 - $17.69 $177,639 - $185,833	10,505 New	10,505 $185,000

Others Institutions Holding PFXF

# of Institutions

207

Shares Held

35.1M

Call Options Held

13.4K

Put Options Held

2.4K

Bank Of America Corp Charlotte, NC

3.37M
Shares

$57.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$47 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.49M
Shares

$42.5 Million
0.02% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.21M
Shares

$37.7 Million
29.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.17M
Shares

$37.1 Million
0.02% of portfolio

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
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