Spire Wealth Management Vaneck ETF Tr Preferred Securi Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 14, 2022	SELL	$21.0 - $21.94 $42,000 - $43,880	-2,000 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$21.03 - $21.7 $42,060 - $43,400	2,000 New	2,000 $42,000

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

$68.2 Million
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.42M
Shares

$60.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$56 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.25M
Shares

$39.9 Million
27.17% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$37.8 Million
0.02% of portfolio

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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.