Sheets Smith Wealth Management Vaneck ETF Tr Preferred Securi Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 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 82,288 shares of PFXF stock, worth $1.43 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

82,288

Previous 82,521 0.28%

Holding current value

$1.43 Million

Previous $1.51 Million 5.78%

% of portfolio

0.18%

Previous 0.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$17.21 - $18.41 $4,009 - $4,289	-233 Reduced 0.28%	82,288 $1.42 Million
Q3 2024 Nov 01, 2024	SELL	$17.02 - $18.39 $6,688 - $7,227	-393 Reduced 0.47%	82,521 $1.51 Million
Q2 2024 Jul 30, 2024	SELL	$16.84 - $17.64 $86,810 - $90,934	-5,155 Reduced 5.85%	82,914 $1.43 Million
Q1 2024 May 08, 2024	SELL	$17.16 - $17.98 $84,736 - $88,785	-4,938 Reduced 5.31%	88,069 $1.56 Million
Q4 2023 Feb 06, 2024	SELL	$15.7 - $17.41 $65,029 - $72,112	-4,142 Reduced 4.26%	93,007 $1.6 Million
Q3 2023 Oct 23, 2023	BUY	$16.71 - $17.63 $59,905 - $63,203	3,585 Added 3.83%	97,149 $1.63 Million
Q2 2023 Aug 09, 2023	BUY	$16.91 - $17.69 $49,039 - $51,301	2,900 Added 3.2%	93,564 $1.65 Million
Q1 2023 May 26, 2023	BUY	$16.81 - $18.58 $1.52 Million - $1.68 Million	90,646 Added 503588.88%	90,664 $1.6 Million
Q1 2023 May 12, 2023	SELL	$16.81 - $18.58 $1.52 Million - $1.68 Million	-90,396 Reduced 99.98%	18 $0
Q4 2022 Mar 08, 2023	SELL	$16.39 - $17.65 $395,572 - $425,982	-24,135 Reduced 21.07%	90,414 $1.51 Million
Q3 2022 Nov 01, 2022	BUY	$17.16 - $19.59 $24,470 - $27,935	1,426 Added 1.26%	114,549 $1.97 Million
Q2 2022 Jul 27, 2022	SELL	$17.74 - $20.35 $28,366 - $32,539	-1,599 Reduced 1.39%	113,123 $2.05 Million
Q1 2022 May 02, 2022	BUY	$19.51 - $21.82 $220,423 - $246,522	11,298 Added 10.92%	114,722 $2.36 Million
Q4 2021 Jan 20, 2022	BUY	$21.0 - $21.94 $308,280 - $322,079	14,680 Added 16.54%	103,424 $2.26 Million
Q3 2021 Oct 15, 2021	BUY	$21.03 - $21.7 $116,358 - $120,066	5,533 Added 6.65%	88,744 $1.88 Million
Q2 2021 Aug 03, 2021	SELL	$20.68 - $21.34 $143,994 - $148,590	-6,963 Reduced 7.72%	83,211 $1.78 Million
Q1 2021 Apr 23, 2021	BUY	$20.02 - $20.81 $1.81 Million - $1.88 Million	90,174 New	90,174 $1.88 Million

Others Institutions Holding PFXF

# of Institutions

205

Shares Held

35.1M

Call Options Held

13.4K

Put Options Held

2.4K

View Full List

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

More about PFXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Vaneck ETF Tr Preferred Securi Transaction History