Wealthsource Partners, LLC Vaneck ETF Tr Preferred Securi Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-14,673 Closed	0 $0
Q1 2018 Apr 16, 2018	BUY	N/A	14,673 New	14,673 $282,000
Q1 2018 Apr 16, 2018	SELL	N/A	-19,279 Closed	0 $0
Q4 2017 Feb 16, 2018	BUY	N/A	19,279	19,279 $379,000

Others Institutions Holding PFXF

# of Institutions

202

Shares Held

30.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.03M
Shares

$53.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.58M
Shares

$45.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.39M
Shares

$42.1 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.7M
Shares

$29.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.59M
Shares

$27.9 Million
0.04% of portfolio

About VANECK ETF TR PREFERRED SECURI

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