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

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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