Sugarloaf Wealth Management, LLC Vaneck ETF Tr Preferred Securi Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$21.03 - $21.7 $61,386 - $63,342	-2,919 Closed	0 $0
Q2 2021 Jul 20, 2021	SELL	$20.68 - $21.34 $71,676 - $73,964	-3,466 Reduced 54.28%	2,919 $62,000
Q1 2021 Apr 19, 2021	BUY	$20.02 - $20.81 $66,906 - $69,547	3,342 Added 109.83%	6,385 $59,000
Q4 2020 Feb 03, 2021	SELL	$19.21 - $20.57 $1,709 - $1,830	-89 Reduced 2.84%	3,043 $63,000
Q3 2020 Nov 03, 2020	SELL	$18.22 - $19.45 $2,332 - $2,489	-128 Reduced 3.93%	3,132 $60,000
Q2 2020 Jul 21, 2020	BUY	$15.5 - $19.16 $93 - $114	6 Added 0.18%	3,260 $59,000
Q1 2020 Apr 15, 2020	SELL	$13.24 - $20.63 $14,206 - $22,135	-1,073 Reduced 24.8%	3,254 $54,000
Q4 2019 Jan 29, 2020	BUY	$19.78 - $20.37 $85,588 - $88,140	4,327 New	4,327 $88,000

Others Institutions Holding PFXF

# of Institutions

198

Shares Held

30M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.03M
Shares

$53.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.58M
Shares

$45.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.39M
Shares

$42.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.7M
Shares

$30.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.59M
Shares

$28.2 Million
0.04% of portfolio

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