Sheets Smith Wealth Management Vaneck ETF Tr Preferred Securi Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Sheets Smith Wealth Management holds 82,914 shares of PFXF stock, worth $1.52 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
82,914
Previous 88,069
5.85%
Holding current value
$1.52 Million
Previous $1.56 Million
7.9%
% of portfolio
0.17%
Previous 0.18%
Shares
15 transactions
Others Institutions Holding PFXF
# of Institutions
184Shares Held
29.8MCall Options Held
19.4KPut Options Held
6.6K-
Bank Of America Corp Charlotte, NC3.62MShares$66.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.86MShares$52.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$37.1 Million0.02% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA1.7MShares$31.1 Million21.82% of portfolio
-
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI1.53MShares$28 Million6.34% of portfolio