Swm Advisors Vaneck ETF Tr Preferred Securi Transaction History

Swm Advisors

$106 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 08, 2022	SELL	$17.74 - $20.35 $42,629 - $48,901	-2,403 Reduced 16.88%	11,837 $214,000
Q4 2021 Feb 10, 2022	BUY	$21.0 - $21.94 $299,040 - $312,425	14,240 New	14,240 $294,000

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

$69.3 Million
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.42M
Shares

$61.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$56.8 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.25M
Shares

$40.5 Million
27.17% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$38.4 Million
0.02% of portfolio

About VANECK ETF TR PREFERRED SECURI

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